KCM Investment Advisors’s Wells Fargo & Company WFC.PRJ.CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-159,726
| Closed | -$4.11M | – | 536 |
|
|
2018
Q2 | $4.11M | Sell |
159,726
-3,053
| -2% | -$78.9K | 0.25% | 92 |
|
|
2018
Q1 | $4.18M | Sell |
162,779
-43,902
| -21% | -$1.13M | 0.25% | 99 |
|
|
2017
Q4 | $5.3M | Sell |
206,681
-125,907
| -38% | -$3.23M | 0.31% | 87 |
|
|
2017
Q3 | $8.48M | Sell |
332,588
-3,165
| -0.9% | -$81.5K | 0.52% | 52 |
|
|
2017
Q2 | $8.7M | Sell |
335,753
-2,966
| -0.9% | -$77.5K | 0.55% | 50 |
|
|
2017
Q1 | $8.89M | Sell |
338,719
-3,623
| -1% | -$95.7K | 0.57% | 48 |
|
|
2016
Q4 | $9.05M | Sell |
342,342
-9,846
| -3% | -$263K | 0.61% | 42 |
|
|
2016
Q3 | $9.51M | Sell |
352,188
-4,457
| -1% | -$123K | 0.65% | 40 |
|
|
2016
Q2 | $9.9M | Sell |
356,645
-3,803
| -1% | -$106K | 0.69% | 33 |
|
|
2016
Q1 | $10.1M | Sell |
360,448
-8,572
| -2% | -$239K | 0.74% | 32 |
|
|
2015
Q4 | $10.4M | Sell |
369,020
-43,822
| -11% | -$1.23M | 0.82% | 24 |
|
|
2015
Q3 | $11.4M | Sell |
412,842
-22,265
| -5% | -$629K | 0.94% | 18 |
|
|
2015
Q2 | $12.3M | Sell |
435,107
-8,787
| -2% | -$253K | 0.98% | 15 |
|
|
2015
Q1 | $13M | Sell |
443,894
-5,269
| -1% | -$154K | 1.04% | 13 |
|
|
2014
Q4 | $13.1M | Sell |
449,163
-12,570
| -3% | -$366K | 1.1% | 12 |
|
|
2014
Q3 | $13.4M | Sell |
461,733
-6,639
| -1% | -$195K | 1.23% | 10 |
|
|
2014
Q2 | $13.9M | Sell |
468,372
-1,968
| -0.4% | -$57.8K | 1.3% | 10 |
|
|
2014
Q1 | $13.7M | Buy |
470,340
+23,063
| +5% | +$661K | 1.42% | 10 |
|
|
2013
Q4 | $12.5M | Buy |
447,277
+25,839
| +6% | +$732K | 1.36% | 10 |
|
|
2013
Q3 | $11.9M | Buy |
421,438
+38,943
| +10% | +$1.11M | 1.43% | 9 |
|
|
2013
Q2 | $11.1M | Buy |
+382,495
| New | +$11.5M | 1.34% | 10 |
|
KCM Investment Advisors's WFC.PRJ.CL Position: Q3 2018 in Review
KCM Investment Advisors sold out of Wells Fargo & Company (WFC.PRJ.CL) in Q3 2018, closing a stake of 159,726 shares — an estimated $4.11M sold.
KCM Investment Advisors first reported a position in WFC.PRJ.CL in Q2 2013 and held it in 21 quarters. The position peaked at $13.9M in Q2 2014. 0 funds tracked by Wall St. Rank hold WFC.PRJ.CL as of Q3 2018.
- KCM Investment Advisors reported no remaining Wells Fargo & Company position as of Q3 2018 after selling out during the quarter.
- KCM Investment Advisors sold 159,726 Wells Fargo & Company shares in Q3 2018, an estimated $4.11M.
- KCM Investment Advisors first reported a position in Wells Fargo & Company in Q2 2013 and held it in 21 quarters.
- KCM Investment Advisors's Wells Fargo & Company position peaked at $13.9M in Q2 2014.
- 0 funds tracked by Wall St. Rank held Wells Fargo & Company as of Q3 2018.
Based on KCM Investment Advisors's 13F filing for Q3 2018, filed 7 Nov 2018.