Kelly Lawrence W & Associates’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 |
-1,700
| Closed | -$44K | – | 136 |
|
|
2018
Q2 | $44K | Hold |
1,700
| – | – | 0.01% | 115 |
|
|
2018
Q1 | $44K | Hold |
1,700
| – | – | 0.01% | 114 |
|
|
2017
Q4 | $44K | Hold |
1,700
| – | – | 0.01% | 124 |
|
|
2017
Q3 | $43K | Hold |
1,700
| – | – | 0.01% | 116 |
|
|
2017
Q2 | $44K | Hold |
1,700
| – | – | 0.01% | 113 |
|
|
2017
Q1 | $45K | Hold |
1,700
| – | – | 0.01% | 130 |
|
|
2016
Q4 | $45K | Hold |
1,700
| – | – | 0.01% | 128 |
|
|
2016
Q3 | $46K | Hold |
1,700
| – | – | 0.01% | 131 |
|
|
2016
Q2 | $47K | Hold |
1,700
| – | – | 0.01% | 141 |
|
|
2016
Q1 | $48K | Hold |
1,700
| – | – | 0.01% | 124 |
|
|
2015
Q4 | $48K | Hold |
1,700
| – | – | 0.01% | 126 |
|
|
2015
Q3 | $47K | Hold |
1,700
| – | – | 0.01% | 120 |
|
|
2015
Q2 | $48K | Hold |
1,700
| – | – | 0.01% | 117 |
|
|
2015
Q1 | $50K | Hold |
1,700
| – | – | 0.01% | 102 |
|
|
2014
Q4 | $50K | Buy |
+1,700
| New | +$49.4K | 0.01% | 105 |
|
|
2014
Q3 | – | Sell |
-1,700
| Closed | -$51K | – | 123 |
|
|
2014
Q2 | $51K | Hold |
1,700
| – | – | 0.01% | 102 |
|
|
2014
Q1 | $50K | Hold |
1,700
| – | – | 0.01% | 99 |
|
|
2013
Q4 | $48K | Buy |
+1,700
| New | +$48.2K | 0.01% | 99 |
|
|
2013
Q3 | – | Sell |
-1,700
| Closed | -$49K | – | 114 |
|
|
2013
Q2 | $49K | Buy |
+1,700
| New | +$51.1K | 0.01% | 96 |
|
Kelly Lawrence W & Associates's WFC.PRJ.CL Position: Q3 2018 in Review
Kelly Lawrence W & Associates sold out of Wells Fargo & Company (WFC.PRJ.CL) in Q3 2018, closing a stake of 1,700 shares — an estimated $44K sold.
Kelly Lawrence W & Associates first reported a position in WFC.PRJ.CL in Q2 2013 and held it in 19 quarters. The position peaked at $51K in Q2 2014. 0 funds tracked by Wall St. Rank hold WFC.PRJ.CL as of Q3 2018.
- Kelly Lawrence W & Associates reported no remaining Wells Fargo & Company position as of Q3 2018 after selling out during the quarter.
- Kelly Lawrence W & Associates sold 1,700 Wells Fargo & Company shares in Q3 2018, an estimated $44K.
- Kelly Lawrence W & Associates first reported a position in Wells Fargo & Company in Q2 2013 and held it in 19 quarters.
- Kelly Lawrence W & Associates's Wells Fargo & Company position peaked at $51K in Q2 2014.
- 0 funds tracked by Wall St. Rank held Wells Fargo & Company as of Q3 2018.
Based on Kelly Lawrence W & Associates's 13F filing for Q3 2018, filed 14 Nov 2018.