LTI
WFC.PRJ.CL

Laffer Tengler Investments’s Wells Fargo & Company WFC.PRJ.CL Stock Holding History

Laffer Tengler Investments’s Portfolio WFC.PRJ.CL Stock Details WFC.PRJ.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-7,307
Closed -$214K – 264
2015
Q1 		$214K Buy
+7,307
New +$213K 0.03% 187
2014
Q4 		– Sell
-6,315
Closed -$184K – 184
2014
Q3 		$183K Buy
6,315
+2,314
+58% +$67.9K 0.03% 187
2014
Q2 		$119K Buy
4,001
+1,621
+68% +$47.6K 0.02% 190
2014
Q1 		$69.4K Buy
2,380
+704
+42% +$20.2K 0.01% 197
2013
Q4 		$46.9K Buy
+1,676
New +$47.5K 0.01% 207
2013
Q3 		– Hold
0
– – – 207

Other funds holding WFC.PRJ.CL

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
MCC
Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
DG
Davidson & Garrard Lynchburg, Virginia $425M AUM 14.62% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
ARMC
American Research & Management Company Marion, Massachusetts $362M AUM 8.06% 1-Year Est. Return
TBA
Tower Bridge Advisors Conshohocken, Pennsylvania $1.04B AUM 23.66% 1-Year Est. Return
MC
Mathes Company New York $274M AUM 33.72% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Laffer Tengler Investments's WFC.PRJ.CL Position: Q2 2015 in Review

Laffer Tengler Investments sold out of Wells Fargo & Company (WFC.PRJ.CL) in Q2 2015, closing a stake of 7,307 shares — an estimated $214K sold.

Laffer Tengler Investments first reported a position in WFC.PRJ.CL in Q4 2013 and held it in 5 quarters. The position peaked at $214K in Q1 2015. 26 funds tracked by Wall St. Rank hold WFC.PRJ.CL as of Q2 2015.

  • Laffer Tengler Investments reported no remaining Wells Fargo & Company position as of Q2 2015 after selling out during the quarter.
  • Laffer Tengler Investments sold 7,307 Wells Fargo & Company shares in Q2 2015, an estimated $214K.
  • Laffer Tengler Investments first reported a position in Wells Fargo & Company in Q4 2013 and held it in 5 quarters.
  • Laffer Tengler Investments's Wells Fargo & Company position peaked at $214K in Q1 2015.
  • 26 funds tracked by Wall St. Rank held Wells Fargo & Company as of Q2 2015.

Based on Laffer Tengler Investments's 13F filing for Q2 2015, filed 14 Aug 2015.