FIM
WFC.PRQ

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

Frontier Investment Management’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
2020
Q1 		– Sell
-816,785
Closed -$22.4M – 313
2019
Q4 		$22.4M Buy
816,785
+59,726
+8% +$1.61M 1.29% 27
2019
Q3 		$20M Buy
757,059
+50,159
+7% +$1.33M 1.27% 27
2019
Q2 		$18.6M Buy
706,900
+50,036
+8% +$1.31M 1.24% 27
2019
Q1 		$17.1M Buy
656,864
+86,092
+15% +$2.19M 1.06% 29
2018
Q4 		$14M Buy
570,772
+19,117
+3% +$479K 1.04% 31
2018
Q3 		$14.2M Buy
551,655
+101,268
+22% +$2.62M 1.01% 29
2018
Q2 		$11.7M Buy
450,387
+29,896
+7% +$776K 0.89% 34
2018
Q1 		$11.1M Buy
420,491
+2,308
+0.6% +$61.2K 0.92% 36
2017
Q4 		$11.3M Buy
418,183
+26,627
+7% +$726K 0.94% 34
2017
Q3 		$10.7M Buy
391,556
+34,675
+10% +$949K 0.88% 36
2017
Q2 		$9.87M Buy
+356,881
New +$9.7M 0.93% 34
2017
Q1 		– Sell
-305,246
Closed -$7.7M – 223
2016
Q4 		$7.7M Buy
305,246
+12,221
+4% +$315K 0.73% 37
2016
Q3 		$78.4M Buy
293,025
+10,799
+4% +$301K 0.69% 33
2016
Q2 		$7.78M Buy
282,226
+13,396
+5% +$355K 0.97% 28
2016
Q1 		$7.06M Buy
+268,830
New +$6.92M 0.94% 34

Other funds holding WFC.PRQ

SWP
Strategic Wealth Partners Independence, Ohio $1.44B AUM 21.2% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 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
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 1-Year Est. Return

Frontier Investment Management's WFC.PRQ Position: Q1 2020 in Review

Frontier Investment Management sold out of Wells Fargo & Co. (WFC.PRQ) in Q1 2020, closing a stake of 816,785 shares — an estimated $22.4M sold.

Frontier Investment Management first reported a position in WFC.PRQ in Q1 2016 and held it in 15 quarters. The position peaked at $78.4M in Q3 2016. 8 funds tracked by Wall St. Rank hold WFC.PRQ as of Q1 2020.

  • Frontier Investment Management reported no remaining Wells Fargo & Co. position as of Q1 2020 after selling out during the quarter.
  • Frontier Investment Management sold 816,785 Wells Fargo & Co. shares in Q1 2020, an estimated $22.4M.
  • Frontier Investment Management first reported a position in Wells Fargo & Co. in Q1 2016 and held it in 15 quarters.
  • Frontier Investment Management's Wells Fargo & Co. position peaked at $78.4M in Q3 2016.
  • 8 funds tracked by Wall St. Rank held Wells Fargo & Co. as of Q1 2020.

Based on Frontier Investment Management's 13F filing for Q1 2020, filed 5 May 2020.