Park Avenue Institutional Advisers’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q3 | – | Sell |
-29,130
| Closed | -$1.38M | – | 415 |
|
2016
Q2 | $1.38M | Sell |
29,130
-150
| -0.5% | -$7.1K | 1.18% | 13 |
|
2016
Q1 | $1.42M | Sell |
29,280
-824
| -3% | -$39.8K | 1.22% | 10 |
|
2015
Q4 | $1.64M | Sell |
30,104
-968
| -3% | -$52.6K | 1.41% | 7 |
|
2015
Q3 | $1.6M | Sell |
31,072
-544
| -2% | -$27.9K | 1.41% | 7 |
|
2015
Q2 | $1.78M | Buy |
+31,616
| New | +$1.78M | 1.43% | 7 |
|