Investors Capital Advisory Services’s Wells Fargo WFC Stock Holding History

Investors Capital Advisory Services’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	$1.14M	Sell	24,027 -1,285	-5%	-$62.6K	0.22%	126
2016 Q1	$1.22M	Sell	25,312 -133	-0.5%	-$6.51K	0.24%	110
2015 Q4	$1.38M	Sell	25,445 -2,151	-8%	-$117K	0.27%	86
2015 Q3	$1.42M	Buy	27,596 +3,043	+12%	+$167K	0.28%	84
2015 Q2	$1.38M	Sell	24,553 -644	-3%	-$35.9K	0.25%	100
2015 Q1	$1.37M	Buy	25,197 +930	+4%	+$50.3K	0.26%	104
2014 Q4	$1.33M	Buy	24,267 +9	+0%	+$476	0.25%	104
2014 Q3	$1.26M	Buy	24,258 +2,893	+14%	+$149K	0.25%	105
2014 Q2	$1.12M	Buy	21,365 +1,043	+5%	+$52.4K	0.18%	173
2014 Q1	$1.01M	Sell	20,322 -790	-4%	-$36.8K	0.22%	137
2013 Q4	$958K	Buy	21,112 +1,068	+5%	+$46.1K	0.22%	128
2013 Q3	$828K	Buy	20,044 +716	+4%	+$30.6K	0.21%	131
2013 Q2	$797K	Buy	+19,328	New	+$753K	0.24%	115

Other funds holding WFC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Investors Capital Advisory Services's WFC Position: Q2 2016 in Review

Investors Capital Advisory Services reduced its Wells Fargo (WFC) stake by 5.1% in Q2 2016, selling an estimated $62.6K and leaving 24,027 shares worth $1.14M. The position accounts for 0.22% of the portfolio, ranked #126.

Investors Capital Advisory Services first reported a position in WFC in Q2 2013 and has held it in 13 quarters since. The position peaked at $1.42M in Q3 2015. 1,896 funds tracked by Wall St. Rank hold WFC as of Q2 2016.

Investors Capital Advisory Services held 24,027 shares of Wells Fargo worth $1.14M as of Q2 2016.
Investors Capital Advisory Services sold 1,285 Wells Fargo shares in Q2 2016, an estimated $62.6K.
Wells Fargo made up 0.22% of Investors Capital Advisory Services's portfolio in Q2 2016, its #126 holding.
Investors Capital Advisory Services first reported a position in Wells Fargo in Q2 2013 and has held it in 13 quarters since.
Investors Capital Advisory Services's Wells Fargo position peaked at $1.42M in Q3 2015.
1,896 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.