IWP
WFC.WS

Icon Wealth Partners’s Wells Fargo & Company Ws WFC.WS Stock Holding History

Icon Wealth Partners’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
-1,125
Closed -$28K – 823
2018
Q2 		$28K Buy
+1,125
New +$23K 0.01% 517
2018
Q1 		– Sell
-1,125
Closed -$29K – 847
2017
Q4 		$29K Buy
+1,125
New +$25.9K 0.01% 537

Other funds holding WFC.WS

TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 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
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

Icon Wealth Partners's WFC.WS Position: Q3 2018 in Review

Icon Wealth Partners sold out of Wells Fargo & Company Ws (WFC.WS) in Q3 2018, closing a stake of 1,125 shares — an estimated $28K sold.

Icon Wealth Partners first reported a position in WFC.WS in Q4 2017 and held it in 2 quarters. The position peaked at $29K in Q4 2017. 28 funds tracked by Wall St. Rank hold WFC.WS as of Q3 2018.

  • Icon Wealth Partners reported no remaining Wells Fargo & Company Ws position as of Q3 2018 after selling out during the quarter.
  • Icon Wealth Partners sold 1,125 Wells Fargo & Company Ws shares in Q3 2018, an estimated $28K.
  • Icon Wealth Partners first reported a position in Wells Fargo & Company Ws in Q4 2017 and held it in 2 quarters.
  • Icon Wealth Partners's Wells Fargo & Company Ws position peaked at $29K in Q4 2017.
  • 28 funds tracked by Wall St. Rank held Wells Fargo & Company Ws as of Q3 2018.

Based on Icon Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.