IIP
Intermede Investment Partners’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-872,152
| Closed | -$40.2M | – | 28 |
|
|
2018
Q4 | $40.2M | Sell |
872,152
-269,195
| -24% | -$12.4M | 3.21% | 19 |
|
|
2018
Q3 | $60M | Buy |
1,141,347
+46,301
| +4% | +$2.43M | 4.49% | 10 |
|
|
2018
Q2 | $60.7M | Sell |
1,095,046
-36,800
| -3% | -$2.04M | 4.8% | 8 |
|
|
2018
Q1 | $59.3M | Buy |
1,131,846
+281,198
| +33% | +$14.7M | 5.09% | 6 |
|
|
2017
Q4 | $51.6M | Buy |
850,648
+40,357
| +5% | +$2.45M | 4.38% | 14 |
|
|
2017
Q3 | $44.7M | Buy |
810,291
+212,775
| +36% | +$11.7M | 4.09% | 12 |
|
|
2017
Q2 | $33.1M | Buy |
597,516
+156,412
| +35% | +$8.67M | 3.2% | 18 |
|
|
2017
Q1 | $24.6M | Buy |
441,104
+30,740
| +7% | +$1.71M | 2.57% | 22 |
|
|
2016
Q4 | $22.6M | Buy |
+410,364
| New | +$22.6M | 2.65% | 21 |
|