King Wealth Management Group’s Wells Fargo & Co. WFC.PRQ Stock Holding History

King Wealth Management Group’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
2014 Q4	–	Sell	-18,609	Closed	-$476K	–	123
2014 Q3	$476K	Buy	+18,609	New	+$481K	0.3%	61

Other funds holding WFC.PRQ

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Windsor Financial Group Minneapolis, Minnesota $214M AUM 6.66% 1-Year Est. Return

Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

King Wealth Management Group's WFC.PRQ Position: Q4 2014 in Review

King Wealth Management Group sold out of Wells Fargo & Co. (WFC.PRQ) in Q4 2014, closing a stake of 18,609 shares — an estimated $476K sold.

King Wealth Management Group first reported a position in WFC.PRQ in Q3 2014 and held it in 1 quarter. The position peaked at $476K in Q3 2014. 7 funds tracked by Wall St. Rank hold WFC.PRQ as of Q4 2014.

King Wealth Management Group reported no remaining Wells Fargo & Co. position as of Q4 2014 after selling out during the quarter.
King Wealth Management Group sold 18,609 Wells Fargo & Co. shares in Q4 2014, an estimated $476K.
King Wealth Management Group first reported a position in Wells Fargo & Co. in Q3 2014 and held it in 1 quarter.
King Wealth Management Group's Wells Fargo & Co. position peaked at $476K in Q3 2014.
7 funds tracked by Wall St. Rank held Wells Fargo & Co. as of Q4 2014.

Based on King Wealth Management Group's 13F filing for Q4 2014, filed 11 Feb 2015.