OTA Financial Group’s Wells Fargo & Company Ws WFC.WS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-82,047
Closed -$1.81M 98
2018
Q3
$1.81M Hold
82,047
0.75% 19
2018
Q2
$1.81M Buy
82,047
+65,972
+410% +$1.35M 0.69% 22
2018
Q1
$308K Buy
+16,075
New +$422K 0.1% 51
2017
Q3
Sell
-21,100
Closed -$468K 79
2017
Q2
$468K Hold
21,100
0.31% 35
2017
Q1
$468K Sell
21,100
-277,992
-93% -$6.44M 0.29% 38
2016
Q4
$6.38M Buy
+299,092
New +$5.21M 3.34% 8
2016
Q3
Sell
-182,166
Closed -$2.48M 84
2016
Q2
$2.48M Buy
182,166
+161,666
+789% +$2.48M 1.9% 10
2016
Q1
$321K Buy
+20,500
New +$330K 0.56% 44

OTA Financial Group's WFC.WS Position: Q4 2018 in Review

OTA Financial Group sold out of Wells Fargo & Company Ws (WFC.WS) in Q4 2018, closing a stake of 82,047 shares — an estimated $1.81M sold.

OTA Financial Group first reported a position in WFC.WS in Q1 2016 and held it in 8 quarters. The position peaked at $6.38M in Q4 2016. 0 funds tracked by Wall St. Rank hold WFC.WS as of Q4 2018.

  • OTA Financial Group reported no remaining Wells Fargo & Company Ws position as of Q4 2018 after selling out during the quarter.
  • OTA Financial Group sold 82,047 Wells Fargo & Company Ws shares in Q4 2018, an estimated $1.81M.
  • OTA Financial Group first reported a position in Wells Fargo & Company Ws in Q1 2016 and held it in 8 quarters.
  • OTA Financial Group's Wells Fargo & Company Ws position peaked at $6.38M in Q4 2016.
  • 0 funds tracked by Wall St. Rank held Wells Fargo & Company Ws as of Q4 2018.

Based on OTA Financial Group's 13F filing for Q4 2018, filed 24 Jan 2019.