GBBWRPM
WFC.WS

Genovese Burford & Brothers Wealth & Retirement Plan Management’s Wells Fargo & Company Ws WFC.WS Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’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
2018
Q3 		– Sell
-3,500
Closed -$77K – 437
2018
Q2 		$77K Hold
3,500
– – 0.03% 135
2018
Q1 		$67K Buy
+3,500
New +$91.9K 0.02% 147

Other funds holding WFC.WS

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HP
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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
PCM
Punch Card Management Winter Park, Florida $271M AUM 11.49% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACM
Aquamarine Capital Management New York $170M AUM 15.49% 1-Year Est. Return
OFG
OTA Financial Group Purchase, New York $143M AUM 16.9% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's WFC.WS Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Wells Fargo & Company Ws (WFC.WS) in Q3 2018, closing a stake of 3,500 shares — an estimated $77K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in WFC.WS in Q1 2018 and held it in 2 quarters. The position peaked at $77K in Q2 2018. 28 funds tracked by Wall St. Rank hold WFC.WS as of Q3 2018.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Wells Fargo & Company Ws position as of Q3 2018 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 3,500 Wells Fargo & Company Ws shares in Q3 2018, an estimated $77K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Wells Fargo & Company Ws in Q1 2018 and held it in 2 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Wells Fargo & Company Ws position peaked at $77K in Q2 2018.
  • 28 funds tracked by Wall St. Rank held Wells Fargo & Company Ws as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.