GAM Systematic’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $131K | Buy |
+2,375
| New | +$131K | 0.02% | 528 |
|
|
2016
Q2 | – | Sell |
-4,584
| Closed | -$222K | – | 689 |
|
|
2016
Q1 | $222K | Sell |
4,584
-2,463
| -35% | -$119K | 0.06% | 460 |
|
|
2015
Q4 | $383K | Sell |
7,047
-2,097
| -23% | -$114K | 0.11% | 350 |
|
|
2015
Q3 | $470K | Sell |
9,144
-4,241
| -32% | -$218K | 0.11% | 355 |
|
|
2015
Q2 | $753K | Buy |
+13,385
| New | +$753K | 0.1% | 284 |
|
|
2015
Q1 | – | Sell |
-20,162
| Closed | -$1.11M | – | 417 |
|
|
2014
Q4 | $1.11M | Buy |
+20,162
| New | +$1.11M | 0.22% | 193 |
|