Janney Montgomery Scott
WFC.PRQ

Janney Montgomery Scott’s Wells Fargo & Co. WFC.PRQ Stock Holding History

Janney Montgomery Scott’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
2015
Q2 		– Sell
-29,230
Closed -$775K – 2155
2015
Q1 		$775K Buy
29,230
+4,843
+20% +$125K 0.01% 1050
2014
Q4 		$626K Buy
24,387
+7,276
+43% +$188K 0.01% 1141
2014
Q3 		$439K Buy
+17,111
New +$442K 0.01% 1379

Other funds holding WFC.PRQ

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Janney Montgomery Scott's WFC.PRQ Position: Q2 2015 in Review

Janney Montgomery Scott sold out of Wells Fargo & Co. (WFC.PRQ) in Q2 2015, closing a stake of 29,230 shares — an estimated $775K sold.

Janney Montgomery Scott first reported a position in WFC.PRQ in Q3 2014 and held it in 3 quarters. The position peaked at $775K in Q1 2015. 7 funds tracked by Wall St. Rank hold WFC.PRQ as of Q2 2015.

  • Janney Montgomery Scott reported no remaining Wells Fargo & Co. position as of Q2 2015 after selling out during the quarter.
  • Janney Montgomery Scott sold 29,230 Wells Fargo & Co. shares in Q2 2015, an estimated $775K.
  • Janney Montgomery Scott first reported a position in Wells Fargo & Co. in Q3 2014 and held it in 3 quarters.
  • Janney Montgomery Scott's Wells Fargo & Co. position peaked at $775K in Q1 2015.
  • 7 funds tracked by Wall St. Rank held Wells Fargo & Co. as of Q2 2015.

Based on Janney Montgomery Scott's 13F filing for Q2 2015, filed 4 Aug 2015.