LCM
WFC.PRJ.CL

Logan Capital Management’s Wells Fargo & Company WFC.PRJ.CL Stock Holding History

Logan Capital Management’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
2017
Q4 		– Sell
-8,198
Closed -$209K – 288
2017
Q3 		$209K Buy
+8,198
New +$211K 0.01% 275
2016
Q1 		– Sell
-8,053
Closed -$226K – 289
2015
Q4 		$226K Sell
8,053
-990
-11% -$27.7K 0.02% 271
2015
Q3 		$249K Sell
9,043
-1,535
-15% -$43.3K 0.02% 263
2015
Q2 		$298K Sell
10,578
-192
-2% -$5.53K 0.02% 270
2015
Q1 		$315K Sell
10,770
-223
-2% -$6.51K 0.02% 248
2014
Q4 		$321K Sell
10,993
-468
-4% -$13.6K 0.02% 251
2014
Q3 		$333K Buy
11,461
+31
+0.3% +$909 0.02% 239
2014
Q2 		$340K Buy
11,430
+30
+0.3% +$881 0.02% 238
2014
Q1 		$332K Sell
11,400
-2,045
-15% -$58.6K 0.02% 237
2013
Q4 		$376K Buy
13,445
+1,063
+9% +$30.1K 0.03% 217
2013
Q3 		$351K Sell
12,382
-3,075
-20% -$88K 0.03% 215
2013
Q2 		$467K Buy
+15,457
New +$465K 0.04% 181

Other funds holding WFC.PRJ.CL

KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
ARMC
American Research & Management Company Marion, Massachusetts $362M AUM 8.06% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
AHB
Abner Herrman & Brock Jersey City, New Jersey $1.05B AUM 42.66% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
MC
Mathes Company New York $274M AUM 33.72% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
TBA
Tower Bridge Advisors Conshohocken, Pennsylvania $1.04B AUM 23.66% 1-Year Est. Return
SAM
Solaris Asset Management New York $12.8M AUM 28.06% 1-Year Est. Return

Logan Capital Management's WFC.PRJ.CL Position: Q4 2017 in Review

Logan Capital Management sold out of Wells Fargo & Company (WFC.PRJ.CL) in Q4 2017, closing a stake of 8,198 shares — an estimated $209K sold.

Logan Capital Management first reported a position in WFC.PRJ.CL in Q2 2013 and held it in 12 quarters. The position peaked at $467K in Q2 2013. 19 funds tracked by Wall St. Rank hold WFC.PRJ.CL as of Q4 2017.

  • Logan Capital Management reported no remaining Wells Fargo & Company position as of Q4 2017 after selling out during the quarter.
  • Logan Capital Management sold 8,198 Wells Fargo & Company shares in Q4 2017, an estimated $209K.
  • Logan Capital Management first reported a position in Wells Fargo & Company in Q2 2013 and held it in 12 quarters.
  • Logan Capital Management's Wells Fargo & Company position peaked at $467K in Q2 2013.
  • 19 funds tracked by Wall St. Rank held Wells Fargo & Company as of Q4 2017.

Based on Logan Capital Management's 13F filing for Q4 2017, filed 12 Feb 2018.