Paradigm Financial Advisors’s Wells Fargo WFC Stock Holding History

Paradigm Financial Advisors’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-1,871	Closed	-$93K	–	227
2014 Q1	$93K	Sell	1,871 -1,314	-41%	-$61.2K	0.09%	98
2013 Q4	$145K	Buy	+3,185	New	+$138K	0.14%	83

Other funds holding WFC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Paradigm Financial Advisors's WFC Position: Q2 2014 in Review

Paradigm Financial Advisors sold out of Wells Fargo (WFC) in Q2 2014, closing a stake of 1,871 shares — an estimated $93K sold.

Paradigm Financial Advisors first reported a position in WFC in Q4 2013 and held it in 2 quarters. The position peaked at $145K in Q4 2013. 1,650 funds tracked by Wall St. Rank hold WFC as of Q2 2014.

Paradigm Financial Advisors reported no remaining Wells Fargo position as of Q2 2014 after selling out during the quarter.
Paradigm Financial Advisors sold 1,871 Wells Fargo shares in Q2 2014, an estimated $93K.
Paradigm Financial Advisors first reported a position in Wells Fargo in Q4 2013 and held it in 2 quarters.
Paradigm Financial Advisors's Wells Fargo position peaked at $145K in Q4 2013.
1,650 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2014.

Based on Paradigm Financial Advisors's 13F filing for Q2 2014, filed 28 Jul 2014.