MWP
WFC.PRJ.CL

MYCIO Wealth Partners’s Wells Fargo & Company WFC.PRJ.CL Stock Holding History

MYCIO Wealth Partners’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
2016
Q4 		– Sell
-500
Closed -$14K – 782
2016
Q3 		$14K Sell
500
-37
-7% -$1.02K ﹤0.01% 528
2016
Q2 		$15K Buy
537
+17
+3% +$475 ﹤0.01% 509
2016
Q1 		$15K Buy
520
+20
+4% +$558 ﹤0.01% 479
2015
Q4 		$14K Sell
500
-208
-29% -$5.82K ﹤0.01% 497
2015
Q3 		$20K Buy
708
+208
+42% +$5.87K ﹤0.01% 454
2015
Q2 		$14K Buy
+500
New +$14.4K ﹤0.01% 484

Other funds holding WFC.PRJ.CL

KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
DG
Davidson & Garrard Lynchburg, Virginia $425M AUM 14.62% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

MYCIO Wealth Partners's WFC.PRJ.CL Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of Wells Fargo & Company (WFC.PRJ.CL) in Q4 2016, closing a stake of 500 shares — an estimated $14K sold.

MYCIO Wealth Partners first reported a position in WFC.PRJ.CL in Q2 2015 and held it in 6 quarters. The position peaked at $20K in Q3 2015. 21 funds tracked by Wall St. Rank hold WFC.PRJ.CL as of Q4 2016.

  • MYCIO Wealth Partners reported no remaining Wells Fargo & Company position as of Q4 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 500 Wells Fargo & Company shares in Q4 2016, an estimated $14K.
  • MYCIO Wealth Partners first reported a position in Wells Fargo & Company in Q2 2015 and held it in 6 quarters.
  • MYCIO Wealth Partners's Wells Fargo & Company position peaked at $20K in Q3 2015.
  • 21 funds tracked by Wall St. Rank held Wells Fargo & Company as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.