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Landmark Financial Advisors’s Wells Fargo WFC Stock Holding History

Landmark Financial Advisors’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-3,902
Closed -$212K – 55
2015
Q1 		$212K Buy
+3,902
New +$211K 0.22% 45

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Capital World Investors
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Wellington Management Group
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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dodge & Cox
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Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Landmark Financial Advisors's WFC Position: Q2 2015 in Review

Landmark Financial Advisors sold out of Wells Fargo (WFC) in Q2 2015, closing a stake of 3,902 shares — an estimated $212K sold.

Landmark Financial Advisors first reported a position in WFC in Q1 2015 and held it in 1 quarter. The position peaked at $212K in Q1 2015. 1,829 funds tracked by Wall St. Rank hold WFC as of Q2 2015.

  • Landmark Financial Advisors reported no remaining Wells Fargo position as of Q2 2015 after selling out during the quarter.
  • Landmark Financial Advisors sold 3,902 Wells Fargo shares in Q2 2015, an estimated $212K.
  • Landmark Financial Advisors first reported a position in Wells Fargo in Q1 2015 and held it in 1 quarter.
  • Landmark Financial Advisors's Wells Fargo position peaked at $212K in Q1 2015.
  • 1,829 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2015.

Based on Landmark Financial Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.