MWP
WFC.PRQ

MYCIO Wealth Partners’s Wells Fargo & Co. WFC.PRQ Stock Holding History

MYCIO Wealth Partners’s Portfolio WFC.PRQ Stock Details WFC.PRQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-149
Closed -$4K – 1057
2016
Q2 		$4K Buy
149
+68
+84% +$1.8K ﹤0.01% 738
2016
Q1 		$2K Buy
+81
New +$2.08K ﹤0.01% 729
2015
Q4 		– Sell
-640
Closed -$16K – 861
2015
Q3 		$16K Buy
+640
New +$16.5K ﹤0.01% 487

Other funds holding WFC.PRQ

FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return
CTA
Colonial Trust Advisors Spartanburg, South Carolina $1.29B AUM 19.9% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MYCIO Wealth Partners's WFC.PRQ Position: Q3 2016 in Review

MYCIO Wealth Partners sold out of Wells Fargo & Co. (WFC.PRQ) in Q3 2016, closing a stake of 149 shares — an estimated $4K sold.

MYCIO Wealth Partners first reported a position in WFC.PRQ in Q3 2015 and held it in 3 quarters. The position peaked at $16K in Q3 2015. 10 funds tracked by Wall St. Rank hold WFC.PRQ as of Q3 2016.

  • MYCIO Wealth Partners reported no remaining Wells Fargo & Co. position as of Q3 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 149 Wells Fargo & Co. shares in Q3 2016, an estimated $4K.
  • MYCIO Wealth Partners first reported a position in Wells Fargo & Co. in Q3 2015 and held it in 3 quarters.
  • MYCIO Wealth Partners's Wells Fargo & Co. position peaked at $16K in Q3 2015.
  • 10 funds tracked by Wall St. Rank held Wells Fargo & Co. as of Q3 2016.

Based on MYCIO Wealth Partners's 13F filing for Q3 2016, filed 3 Nov 2016.