IP
WFC.WS

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

Intellectus 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
-400
Closed -$9K – 640
2018
Q2 		$9K Hold
400
– – ﹤0.01% 487
2018
Q1 		$8K Buy
+400
New +$10.5K ﹤0.01% 500

Other funds holding WFC.WS

TP
Theleme Partners London, United Kingdom $1.68B AUM 19.9% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return
WIM
Wittenberg Investment Management Carlisle, Massachusetts $292M AUM 36.12% 1-Year Est. Return
GAM
Gotham Asset Management New York $43B AUM 34.97% 1-Year Est. Return
PCM
Punch Card Management Winter Park, Florida $256M AUM 1.13% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Intellectus Partners sold out of Wells Fargo & Company Ws (WFC.WS) in Q3 2018, closing a stake of 400 shares — an estimated $9K sold.

Intellectus Partners first reported a position in WFC.WS in Q1 2018 and held it in 2 quarters. The position peaked at $9K in Q2 2018. 28 funds tracked by Wall St. Rank hold WFC.WS as of Q3 2018.

  • Intellectus Partners reported no remaining Wells Fargo & Company Ws position as of Q3 2018 after selling out during the quarter.
  • Intellectus Partners sold 400 Wells Fargo & Company Ws shares in Q3 2018, an estimated $9K.
  • Intellectus Partners first reported a position in Wells Fargo & Company Ws in Q1 2018 and held it in 2 quarters.
  • Intellectus Partners's Wells Fargo & Company Ws position peaked at $9K in Q2 2018.
  • 28 funds tracked by Wall St. Rank held Wells Fargo & Company Ws as of Q3 2018.

Based on Intellectus Partners's 13F filing for Q3 2018, filed 15 Nov 2018.