FG
WFC.WS

Fiduciary Group’s Wells Fargo & Company Ws WFC.WS Stock Holding History

Fiduciary Group’s Portfolio WFC.WS Stock Details WFC.WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,200
Closed -$27K – 180
2017
Q2 		$27K Hold
1,200
– – 0.01% 177
2017
Q1 		$27K Hold
1,200
– – 0.01% 176
2016
Q4 		$26K Hold
1,200
– – 0.01% 178
2016
Q3 		$15K Hold
1,200
– – ﹤0.01% 177
2016
Q2 		$16K Hold
1,200
– – ﹤0.01% 176
2016
Q1 		$19K Hold
1,200
– – 0.01% 174
2015
Q4 		$25K Hold
1,200
– – 0.01% 173
2015
Q3 		$22K Hold
1,200
– – 0.01% 183
2015
Q2 		$27K Buy
+1,200
New +$26.2K 0.01% 190

Other funds holding WFC.WS

CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
CAM
Chou Associates Management Toronto, Ontario, Canada $210M AUM 15.42% 1-Year Est. Return
PCM
Punch Card Management Winter Park, Florida $271M AUM 11.49% 1-Year Est. Return
WIM
Wittenberg Investment Management Carlisle, Massachusetts $269M AUM 28.17% 1-Year Est. Return
GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
HCM
Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Fiduciary Group's WFC.WS Position: Q3 2017 in Review

Fiduciary Group sold out of Wells Fargo & Company Ws (WFC.WS) in Q3 2017, closing a stake of 1,200 shares — an estimated $27K sold.

Fiduciary Group first reported a position in WFC.WS in Q2 2015 and held it in 9 quarters. The position peaked at $27K in Q2 2017. 36 funds tracked by Wall St. Rank hold WFC.WS as of Q3 2017.

  • Fiduciary Group reported no remaining Wells Fargo & Company Ws position as of Q3 2017 after selling out during the quarter.
  • Fiduciary Group sold 1,200 Wells Fargo & Company Ws shares in Q3 2017, an estimated $27K.
  • Fiduciary Group first reported a position in Wells Fargo & Company Ws in Q2 2015 and held it in 9 quarters.
  • Fiduciary Group's Wells Fargo & Company Ws position peaked at $27K in Q2 2017.
  • 36 funds tracked by Wall St. Rank held Wells Fargo & Company Ws as of Q3 2017.

Based on Fiduciary Group's 13F filing for Q3 2017, filed 13 Nov 2017.