IFP Advisors’s Wells Fargo & Company Ws WFC.WS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-350
| Closed | -$7K | – | 4092 |
|
|
2018
Q3 | $7K | Hold |
350
| – | – | ﹤0.01% | 3097 |
|
|
2018
Q2 | $8K | Hold |
350
| – | – | ﹤0.01% | 3069 |
|
|
2018
Q1 | $10K | Hold |
350
| – | – | ﹤0.01% | 2818 |
|
|
2017
Q4 | $10K | Hold |
350
| – | – | ﹤0.01% | 2863 |
|
|
2017
Q3 | $8K | Hold |
350
| – | – | ﹤0.01% | 3196 |
|
|
2017
Q2 | $8K | Hold |
350
| – | – | ﹤0.01% | 3199 |
|
|
2017
Q1 | $8K | Hold |
350
| – | – | ﹤0.01% | 3087 |
|
|
2016
Q4 | $7K | Hold |
350
| – | – | ﹤0.01% | 3158 |
|
|
2016
Q3 | $4K | Hold |
350
| – | – | ﹤0.01% | 3397 |
|
|
2016
Q2 | $5K | Buy |
+350
| New | +$5.36K | ﹤0.01% | 3197 |
|
|
2016
Q1 | – | Sell |
-350
| Closed | -$7K | – | 3908 |
|
|
2015
Q4 | $7K | Buy |
+350
| New | +$7.22K | ﹤0.01% | 2815 |
|
IFP Advisors's WFC.WS Position: Q4 2018 in Review
IFP Advisors sold out of Wells Fargo & Company Ws (WFC.WS) in Q4 2018, closing a stake of 350 shares — an estimated $7K sold.
IFP Advisors first reported a position in WFC.WS in Q4 2015 and held it in 11 quarters. The position peaked at $10K in Q1 2018. 0 funds tracked by Wall St. Rank hold WFC.WS as of Q4 2018.
- IFP Advisors reported no remaining Wells Fargo & Company Ws position as of Q4 2018 after selling out during the quarter.
- IFP Advisors sold 350 Wells Fargo & Company Ws shares in Q4 2018, an estimated $7K.
- IFP Advisors first reported a position in Wells Fargo & Company Ws in Q4 2015 and held it in 11 quarters.
- IFP Advisors's Wells Fargo & Company Ws position peaked at $10K in Q1 2018.
- 0 funds tracked by Wall St. Rank held Wells Fargo & Company Ws as of Q4 2018.
Based on IFP Advisors's 13F filing for Q4 2018, filed 23 Jan 2019.