OIA
WFC.PRJ.CL

Optimum Investment Advisors’s Wells Fargo & Company WFC.PRJ.CL Stock Holding History

Optimum Investment Advisors’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
2015
Q1 		$32K Buy
1,087
+19
+2% +$555 0.01% 599
2014
Q4 		$31K Buy
1,068
+18
+2% +$524 0.01% 620
2014
Q3 		$31K Buy
+1,050
New +$30.8K 0.01% 562

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
MCC
Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
ARMC
American Research & Management Company Marion, Massachusetts $362M AUM 8.06% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return
TBA
Tower Bridge Advisors Conshohocken, Pennsylvania $1.04B AUM 23.66% 1-Year Est. Return

Optimum Investment Advisors's WFC.PRJ.CL Position: Q1 2015 in Review

Optimum Investment Advisors increased its Wells Fargo & Company (WFC.PRJ.CL) stake by 1.8% in Q1 2015, buying an estimated $555 and bringing the position to 1,087 shares worth $32K. The position accounts for 0.01% of the portfolio, ranked #599.

Optimum Investment Advisors first reported a position in WFC.PRJ.CL in Q3 2014 and has held it in 3 quarters since. 27 funds tracked by Wall St. Rank hold WFC.PRJ.CL as of Q1 2015.

  • Optimum Investment Advisors held 1,087 shares of Wells Fargo & Company worth $32K as of Q1 2015.
  • Optimum Investment Advisors bought 19 Wells Fargo & Company shares in Q1 2015, an estimated $555.
  • Wells Fargo & Company made up 0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #599 holding.
  • Optimum Investment Advisors first reported a position in Wells Fargo & Company in Q3 2014 and has held it in 3 quarters since.
  • 27 funds tracked by Wall St. Rank held Wells Fargo & Company as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.