Neuberger Berman Canada’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | $1.84M | Buy |
33,341
+19,732
| +145% | +$1.09M | 0.34% | 57 |
|
2017
Q2 | $754K | Buy |
13,609
+3,645
| +37% | +$202K | 0.14% | 210 |
|
2017
Q1 | $555K | Sell |
9,964
-6,739
| -40% | -$375K | 0.11% | 232 |
|
2016
Q4 | $921K | Sell |
16,703
-4,605
| -22% | -$254K | 0.23% | 105 |
|
2016
Q3 | $944K | Buy |
21,308
+1,216
| +6% | +$53.9K | 0.29% | 100 |
|
2016
Q2 | $951K | Buy |
20,092
+4,967
| +33% | +$235K | 0.31% | 77 |
|
2016
Q1 | $731K | Buy |
15,125
+351
| +2% | +$17K | 0.27% | 125 |
|
2015
Q4 | $803K | Buy |
+14,774
| New | +$803K | 0.32% | 114 |
|
2014
Q1 | – | Sell |
-20,350
| Closed | -$924K | – | 280 |
|
2013
Q4 | $924K | Buy |
20,350
+9,690
| +91% | +$440K | 0.22% | 122 |
|
2013
Q3 | $440K | Sell |
10,660
-27,610
| -72% | -$1.14M | 0.13% | 163 |
|
2013
Q2 | $1.58M | Buy |
+38,270
| New | +$1.58M | 0.3% | 77 |
|