IP
WFC.PRJ.CL

Intellectus Partners’s Wells Fargo & Company WFC.PRJ.CL Stock Holding History

Intellectus Partners’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
2017
Q4 		– Sell
-3,439
Closed -$88K – 757
2017
Q3 		$88K Sell
3,439
-163
-5% -$4.2K 0.04% 314
2017
Q2 		$93K Sell
3,602
-107
-3% -$2.8K 0.04% 279
2017
Q1 		$97K Sell
3,709
-859
-19% -$22.7K 0.05% 248
2016
Q4 		$121K Buy
+4,568
New +$122K 0.06% 215

Other funds holding WFC.PRJ.CL

KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 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
AHB
Abner Herrman & Brock Jersey City, New Jersey $1.05B AUM 42.66% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
MC
Mathes Company New York $274M AUM 33.72% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
TBA
Tower Bridge Advisors Conshohocken, Pennsylvania $1.04B AUM 23.66% 1-Year Est. Return
SAM
Solaris Asset Management New York $12.8M AUM 28.06% 1-Year Est. Return

Intellectus Partners's WFC.PRJ.CL Position: Q4 2017 in Review

Intellectus Partners sold out of Wells Fargo & Company (WFC.PRJ.CL) in Q4 2017, closing a stake of 3,439 shares — an estimated $88K sold.

Intellectus Partners first reported a position in WFC.PRJ.CL in Q4 2016 and held it in 4 quarters. The position peaked at $121K in Q4 2016. 19 funds tracked by Wall St. Rank hold WFC.PRJ.CL as of Q4 2017.

  • Intellectus Partners reported no remaining Wells Fargo & Company position as of Q4 2017 after selling out during the quarter.
  • Intellectus Partners sold 3,439 Wells Fargo & Company shares in Q4 2017, an estimated $88K.
  • Intellectus Partners first reported a position in Wells Fargo & Company in Q4 2016 and held it in 4 quarters.
  • Intellectus Partners's Wells Fargo & Company position peaked at $121K in Q4 2016.
  • 19 funds tracked by Wall St. Rank held Wells Fargo & Company as of Q4 2017.

Based on Intellectus Partners's 13F filing for Q4 2017, filed 13 Feb 2018.