KIA
WFE.PRA.CL

KCM Investment Advisors’s WELLS FARGO REAL ESTATE INVESTMENT CORPORATION Called for Redemption WFE.PRA.CL Stock Holding History

KCM Investment Advisors’s Portfolio WFE.PRA.CL Stock Details WFE.PRA.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-28,829
Closed -$722K – 441
2018
Q4 		$722K Sell
28,829
-536
-2% -$13.6K 0.05% 260
2018
Q3 		$752K Buy
29,365
+595
+2% +$15.4K 0.04% 277
2018
Q2 		$745K Buy
28,770
+47
+0.2% +$1.22K 0.05% 280
2018
Q1 		$746K Sell
28,723
-554
-2% -$14.4K 0.05% 296
2017
Q4 		$776K Sell
29,277
-1,191
-4% -$31.7K 0.05% 290
2017
Q3 		$805K Buy
30,468
+1,709
+6% +$45.4K 0.05% 284
2017
Q2 		$781K Sell
28,759
-691
-2% -$18.5K 0.05% 284
2017
Q1 		$773K Buy
29,450
+250
+0.9% +$6.52K 0.05% 287
2016
Q4 		$735K Sell
29,200
-800
-3% -$21K 0.05% 292
2016
Q3 		$795K Hold
30,000
– – 0.05% 279
2016
Q2 		$826K Sell
30,000
-2,600
-8% -$70.8K 0.06% 272
2016
Q1 		$878K Buy
32,600
+2,500
+8% +$65.9K 0.06% 257
2015
Q4 		$787K Sell
30,100
-300
-1% -$7.88K 0.06% 267
2015
Q3 		$779K Buy
30,400
+4,600
+18% +$119K 0.06% 268
2015
Q2 		$660K Buy
25,800
+5,500
+27% +$143K 0.05% 306
2015
Q1 		$528K Buy
20,300
+5,200
+34% +$135K 0.04% 338
2014
Q4 		$383K Buy
+15,100
New +$377K 0.03% 379

Other funds holding WFE.PRA.CL

SAM
Shikiar Asset Management New York $396M AUM 41.06% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

KCM Investment Advisors's WFE.PRA.CL Position: Q1 2019 in Review

KCM Investment Advisors sold out of WELLS FARGO REAL ESTATE INVESTMENT CORPORATION Called for Redemption (WFE.PRA.CL) in Q1 2019, closing a stake of 28,829 shares — an estimated $722K sold.

KCM Investment Advisors first reported a position in WFE.PRA.CL in Q4 2014 and held it in 17 quarters. The position peaked at $878K in Q1 2016. 3 funds tracked by Wall St. Rank hold WFE.PRA.CL as of Q1 2019.

  • KCM Investment Advisors reported no remaining WELLS FARGO REAL ESTATE INVESTMENT CORPORATION Called for Redemption position as of Q1 2019 after selling out during the quarter.
  • KCM Investment Advisors sold 28,829 WELLS FARGO REAL ESTATE INVESTMENT CORPORATION Called for Redemption shares in Q1 2019, an estimated $722K.
  • KCM Investment Advisors first reported a position in WELLS FARGO REAL ESTATE INVESTMENT CORPORATION Called for Redemption in Q4 2014 and held it in 17 quarters.
  • KCM Investment Advisors's WELLS FARGO REAL ESTATE INVESTMENT CORPORATION Called for Redemption position peaked at $878K in Q1 2016.
  • 3 funds tracked by Wall St. Rank held WELLS FARGO REAL ESTATE INVESTMENT CORPORATION Called for Redemption as of Q1 2019.

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