LPL Financial
WFC.WS

LPL Financial’s Wells Fargo & Company Ws WFC.WS Stock Holding History

LPL Financial’s Portfolio WFC.WS Stock Details WFC.WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-11,316
Closed -$218K – 3351
2018
Q3 		$218K Hold
11,316
– – ﹤0.01% 2939
2018
Q2 		$249K Hold
11,316
– – ﹤0.01% 2812
2018
Q1 		$217K Hold
11,316
– – ﹤0.01% 2898
2017
Q4 		$311K Hold
11,316
– – ﹤0.01% 2468
2017
Q3 		$244K Hold
11,316
– – ﹤0.01% 2525
2017
Q2 		$251K Hold
11,316
– – ﹤0.01% 2425
2017
Q1 		$249K Hold
11,316
– – ﹤0.01% 2342
2016
Q4 		$251K Buy
11,316
+327
+3% +$5.7K ﹤0.01% 2314
2016
Q3 		$136K Hold
10,989
– – ﹤0.01% 2487
2016
Q2 		$143K Sell
10,989
-10,989
-50% -$168K ﹤0.01% 2455
2016
Q1 		$335K Buy
21,978
+6,166
+39% +$99.2K ﹤0.01% 2430
2015
Q4 		$302K Buy
+15,812
New +$326K ﹤0.01% 2533
2014
Q1 		– Sell
-12,236
Closed -$195K – 2769
2013
Q4 		$195K Hold
12,236
– – ﹤0.01% 2446
2013
Q3 		$176K Buy
12,236
+330
+3% +$4.78K ﹤0.01% 2363
2013
Q2 		$163K Buy
+11,906
New +$153K ﹤0.01% 2261

LPL Financial's WFC.WS Position: Q4 2018 in Review

LPL Financial sold out of Wells Fargo & Company Ws (WFC.WS) in Q4 2018, closing a stake of 11,316 shares — an estimated $218K sold.

LPL Financial first reported a position in WFC.WS in Q2 2013 and held it in 15 quarters. The position peaked at $335K in Q1 2016. 0 funds tracked by Wall St. Rank hold WFC.WS as of Q4 2018.

  • LPL Financial reported no remaining Wells Fargo & Company Ws position as of Q4 2018 after selling out during the quarter.
  • LPL Financial sold 11,316 Wells Fargo & Company Ws shares in Q4 2018, an estimated $218K.
  • LPL Financial first reported a position in Wells Fargo & Company Ws in Q2 2013 and held it in 15 quarters.
  • LPL Financial's Wells Fargo & Company Ws position peaked at $335K in Q1 2016.
  • 0 funds tracked by Wall St. Rank held Wells Fargo & Company Ws as of Q4 2018.

Based on LPL Financial's 13F filing for Q4 2018, filed 7 Feb 2019.