FIMS
WFC.PRQ

FBL Investment Management Services’s Wells Fargo & Co. WFC.PRQ Stock Holding History

FBL Investment Management Services’s Portfolio WFC.PRQ Stock Details WFC.PRQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-280,000
Closed -$7.18M – 31
2019
Q1 		$7.18M Buy
+280,000
New +$7.13M 2.98% 10
2018
Q4 		– Sell
-280,000
Closed -$7.18M – 33
2018
Q3 		$7.18M Buy
+280,000
New +$7.25M 2.98% 10
2014
Q2 		– Sell
-280,000
Closed -$6.97M – 37
2014
Q1 		$6.97M Hold
280,000
– – 1.97% 13
2013
Q4 		$6.6M Hold
280,000
– – 1.55% 15
2013
Q3 		$6.68M Buy
+280,000
New +$6.76M 1.04% 30

Other funds holding WFC.PRQ

FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
SWP
Strategic Wealth Partners Independence, Ohio $1.44B AUM 21.2% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return
BRC
Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
IWA
Intercontinental Wealth Advisors San Antonio, Texas $419M AUM 22.15% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

FBL Investment Management Services's WFC.PRQ Position: Q2 2019 in Review

FBL Investment Management Services sold out of Wells Fargo & Co. (WFC.PRQ) in Q2 2019, closing a stake of 280,000 shares — an estimated $7.18M sold.

FBL Investment Management Services first reported a position in WFC.PRQ in Q3 2013 and held it in 5 quarters. The position peaked at $7.18M in Q1 2019. 9 funds tracked by Wall St. Rank hold WFC.PRQ as of Q2 2019.

  • FBL Investment Management Services reported no remaining Wells Fargo & Co. position as of Q2 2019 after selling out during the quarter.
  • FBL Investment Management Services sold 280,000 Wells Fargo & Co. shares in Q2 2019, an estimated $7.18M.
  • FBL Investment Management Services first reported a position in Wells Fargo & Co. in Q3 2013 and held it in 5 quarters.
  • FBL Investment Management Services's Wells Fargo & Co. position peaked at $7.18M in Q1 2019.
  • 9 funds tracked by Wall St. Rank held Wells Fargo & Co. as of Q2 2019.

Based on FBL Investment Management Services's 13F filing for Q2 2019, filed 9 Aug 2019.