MFS
WFC.WS

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

MSI Financial Services’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
2016
Q1 		– Sell
-500
Closed -$10K – 4179
2015
Q4 		$10K Hold
500
– – ﹤0.01% 2726
2015
Q3 		$9K Hold
500
– – ﹤0.01% 2150
2015
Q2 		$11K Sell
500
-100
-17% -$2.18K ﹤0.01% 2102
2015
Q1 		$12K Buy
+600
New +$12.3K ﹤0.01% 2077

Other funds holding WFC.WS

CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
FVP
Firefly Value Partners Newtown, Pennsylvania $59.9M AUM 5.97% 1-Year Est. Return
PCM
Punch Card Management Winter Park, Florida $271M AUM 11.49% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
CAM
Chou Associates Management Toronto, Ontario, Canada $210M AUM 15.42% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return

MSI Financial Services's WFC.WS Position: Q1 2016 in Review

MSI Financial Services sold out of Wells Fargo & Company Ws (WFC.WS) in Q1 2016, closing a stake of 500 shares — an estimated $10K sold.

MSI Financial Services first reported a position in WFC.WS in Q1 2015 and held it in 4 quarters. The position peaked at $12K in Q1 2015. 50 funds tracked by Wall St. Rank hold WFC.WS as of Q1 2016.

  • MSI Financial Services reported no remaining Wells Fargo & Company Ws position as of Q1 2016 after selling out during the quarter.
  • MSI Financial Services sold 500 Wells Fargo & Company Ws shares in Q1 2016, an estimated $10K.
  • MSI Financial Services first reported a position in Wells Fargo & Company Ws in Q1 2015 and held it in 4 quarters.
  • MSI Financial Services's Wells Fargo & Company Ws position peaked at $12K in Q1 2015.
  • 50 funds tracked by Wall St. Rank held Wells Fargo & Company Ws as of Q1 2016.

Based on MSI Financial Services's 13F filing for Q1 2016, filed 22 Apr 2016.