LAM
Lebenthal Asset Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $10.5M | Sell |
189,173
-5,398
| -3% | -$300K | 1.31% | 8 |
|
|
2016
Q4 | $10.7M | Buy |
194,571
+9,596
| +5% | +$529K | 1.38% | 8 |
|
|
2016
Q3 | $8.19M | Buy |
184,975
+538
| +0.3% | +$23.8K | 1.06% | 18 |
|
|
2016
Q2 | $8.73M | Buy |
184,437
+55,924
| +44% | +$2.65M | 1.13% | 17 |
|
|
2016
Q1 | $6.22M | Buy |
+128,513
| New | +$6.22M | 2.52% | 11 |
|