KIA
WFC.PRQ

KCM Investment Advisors’s Wells Fargo & Co. WFC.PRQ Stock Holding History

KCM Investment Advisors’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
2019
Q1 		– Sell
-40,947
Closed -$1.01M – 374
2018
Q4 		$1.01M Buy
40,947
+16,850
+70% +$423K 0.07% 227
2018
Q3 		$621K Buy
24,097
+7,175
+42% +$186K 0.04% 310
2018
Q2 		$438K Buy
16,922
+5,200
+44% +$135K 0.03% 374
2018
Q1 		$308K Buy
11,722
+600
+5% +$15.9K 0.02% 432
2017
Q4 		$300K Sell
11,122
-1,403
-11% -$38.2K 0.02% 431
2017
Q3 		$342K Hold
12,525
– – 0.02% 411
2017
Q2 		$346K Hold
12,525
– – 0.02% 420
2017
Q1 		$333K Buy
12,525
+375
+3% +$9.83K 0.02% 421
2016
Q4 		$307K Buy
12,150
+1,000
+9% +$25.8K 0.02% 433
2016
Q3 		$298K Sell
11,150
-400
-3% -$11.1K 0.02% 442
2016
Q2 		$319K Sell
11,550
-200
-2% -$5.31K 0.02% 420
2016
Q1 		$310K Buy
11,750
+3,019
+35% +$77.7K 0.02% 414
2015
Q4 		$228K Buy
+8,731
New +$225K 0.02% 475

Other funds holding WFC.PRQ

FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
FIMS
FBL Investment Management Services West Des Moines, Iowa $40.4M AUM 15.93% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
SWP
Strategic Wealth Partners Independence, Ohio $1.44B AUM 21.2% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
IWA
Intercontinental Wealth Advisors San Antonio, Texas $419M AUM 22.15% 1-Year Est. Return
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return

KCM Investment Advisors's WFC.PRQ Position: Q1 2019 in Review

KCM Investment Advisors sold out of Wells Fargo & Co. (WFC.PRQ) in Q1 2019, closing a stake of 40,947 shares — an estimated $1.01M sold.

KCM Investment Advisors first reported a position in WFC.PRQ in Q4 2015 and held it in 13 quarters. The position peaked at $1.01M in Q4 2018. 11 funds tracked by Wall St. Rank hold WFC.PRQ as of Q1 2019.

  • KCM Investment Advisors reported no remaining Wells Fargo & Co. position as of Q1 2019 after selling out during the quarter.
  • KCM Investment Advisors sold 40,947 Wells Fargo & Co. shares in Q1 2019, an estimated $1.01M.
  • KCM Investment Advisors first reported a position in Wells Fargo & Co. in Q4 2015 and held it in 13 quarters.
  • KCM Investment Advisors's Wells Fargo & Co. position peaked at $1.01M in Q4 2018.
  • 11 funds tracked by Wall St. Rank held Wells Fargo & Co. as of Q1 2019.

Based on KCM Investment Advisors's 13F filing for Q1 2019, filed 16 May 2019.