IWMPD
WFC.WS

Integrated Wealth Management (Palm Desert)’s Wells Fargo & Company Ws WFC.WS Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2015
Q3 		– Sell
-1,400
Closed -$31K – 1426
2015
Q2 		$31K Hold
1,400
– – 0.01% 489
2015
Q1 		$28K Buy
+1,400
New +$28.6K 0.01% 496

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CAM
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PI
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OTPPB
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UCFA
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Integrated Wealth Management (Palm Desert)'s WFC.WS Position: Q3 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of Wells Fargo & Company Ws (WFC.WS) in Q3 2015, closing a stake of 1,400 shares — an estimated $31K sold.

Integrated Wealth Management (Palm Desert) first reported a position in WFC.WS in Q1 2015 and held it in 2 quarters. The position peaked at $31K in Q2 2015. 45 funds tracked by Wall St. Rank hold WFC.WS as of Q3 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Wells Fargo & Company Ws position as of Q3 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 1,400 Wells Fargo & Company Ws shares in Q3 2015, an estimated $31K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Wells Fargo & Company Ws in Q1 2015 and held it in 2 quarters.
  • Integrated Wealth Management (Palm Desert)'s Wells Fargo & Company Ws position peaked at $31K in Q2 2015.
  • 45 funds tracked by Wall St. Rank held Wells Fargo & Company Ws as of Q3 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q3 2015, filed 13 Oct 2015.