IP
WFC.PRQ

Intellectus Partners’s Wells Fargo & Co. WFC.PRQ Stock Holding History

Intellectus Partners’s Portfolio WFC.PRQ Stock Details WFC.PRQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-2,373
Closed -$65K – 678
2017
Q3 		$65K Hold
2,373
– – 0.03% 347
2017
Q2 		$66K Sell
2,373
-95
-4% -$2.58K 0.03% 332
2017
Q1 		$66K Sell
2,468
-3
-0.1% -$79 0.03% 291
2016
Q4 		$62K Buy
+2,471
New +$63.7K 0.03% 287

Other funds holding WFC.PRQ

RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.37B AUM 30.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Intellectus Partners sold out of Wells Fargo & Co. (WFC.PRQ) in Q4 2017, closing a stake of 2,373 shares — an estimated $65K sold.

Intellectus Partners first reported a position in WFC.PRQ in Q4 2016 and held it in 4 quarters. The position peaked at $66K in Q2 2017. 9 funds tracked by Wall St. Rank hold WFC.PRQ as of Q4 2017.

  • Intellectus Partners reported no remaining Wells Fargo & Co. position as of Q4 2017 after selling out during the quarter.
  • Intellectus Partners sold 2,373 Wells Fargo & Co. shares in Q4 2017, an estimated $65K.
  • Intellectus Partners first reported a position in Wells Fargo & Co. in Q4 2016 and held it in 4 quarters.
  • Intellectus Partners's Wells Fargo & Co. position peaked at $66K in Q2 2017.
  • 9 funds tracked by Wall St. Rank held Wells Fargo & Co. as of Q4 2017.

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