GWS
WFC.PRJ.CL

Glassman Wealth Services’s Wells Fargo & Company WFC.PRJ.CL Stock Holding History

Glassman Wealth Services’s Portfolio WFC.PRJ.CL Stock Details WFC.PRJ.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-30
Closed -$1K – 444
2015
Q2 		$1K Buy
+30
New +$864 ﹤0.01% 417
2015
Q1 		– Sell
-30
Closed -$1K – 482
2014
Q4 		$1K Buy
+30
New +$873 ﹤0.01% 465

Other funds holding WFC.PRJ.CL

KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MCC
Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return
ARMC
American Research & Management Company Marion, Massachusetts $362M AUM 8.06% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
DG
Davidson & Garrard Lynchburg, Virginia $425M AUM 14.62% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
TBA
Tower Bridge Advisors Conshohocken, Pennsylvania $1.04B AUM 23.66% 1-Year Est. Return
MC
Mathes Company New York $274M AUM 33.72% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return

Glassman Wealth Services's WFC.PRJ.CL Position: Q3 2015 in Review

Glassman Wealth Services sold out of Wells Fargo & Company (WFC.PRJ.CL) in Q3 2015, closing a stake of 30 shares — an estimated $1K sold.

Glassman Wealth Services first reported a position in WFC.PRJ.CL in Q4 2014 and held it in 2 quarters. The position peaked at $1K in Q2 2015. 25 funds tracked by Wall St. Rank hold WFC.PRJ.CL as of Q3 2015.

  • Glassman Wealth Services reported no remaining Wells Fargo & Company position as of Q3 2015 after selling out during the quarter.
  • Glassman Wealth Services sold 30 Wells Fargo & Company shares in Q3 2015, an estimated $1K.
  • Glassman Wealth Services first reported a position in Wells Fargo & Company in Q4 2014 and held it in 2 quarters.
  • Glassman Wealth Services's Wells Fargo & Company position peaked at $1K in Q2 2015.
  • 25 funds tracked by Wall St. Rank held Wells Fargo & Company as of Q3 2015.

Based on Glassman Wealth Services's 13F filing for Q3 2015, filed 6 Nov 2015.