Equitec Specialists’s Wells Fargo WFC Stock Holding History

Equitec Specialists’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-403	Closed	-$22K	–	97
2016 Q4	$22K	Sell	403 -2,900	-88%	-$146K	0.01%	95
2016 Q3	$146K	Buy	+3,303	New	+$158K	0.04%	63

Other funds holding WFC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Equitec Specialists's WFC Position: Q1 2017 in Review

Equitec Specialists sold out of Wells Fargo (WFC) in Q1 2017, closing a stake of 403 shares — an estimated $22K sold.

Equitec Specialists first reported a position in WFC in Q3 2016 and held it in 2 quarters. The position peaked at $146K in Q3 2016. 1,930 funds tracked by Wall St. Rank hold WFC as of Q1 2017.

Equitec Specialists reported no remaining Wells Fargo position as of Q1 2017 after selling out during the quarter.
Equitec Specialists sold 403 Wells Fargo shares in Q1 2017, an estimated $22K.
Equitec Specialists first reported a position in Wells Fargo in Q3 2016 and held it in 2 quarters.
Equitec Specialists's Wells Fargo position peaked at $146K in Q3 2016.
1,930 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2017.

Based on Equitec Specialists's 13F filing for Q1 2017, filed 25 Apr 2017.