Private Capital Group’s Wells Fargo & Company WFC.PRJ.CL Stock Holding History

Private Capital Group’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
2018 Q2	–	Sell	-400	Closed	-$10K	–	2331
2018 Q1	$10K	Hold	400	–	–	﹤0.01%	1386
2017 Q4	$10	Buy	+400	New	+$10.3K	﹤0.01%	1384

Other funds holding WFC.PRJ.CL

KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Abner Herrman & Brock Jersey City, New Jersey $1.05B AUM 42.66% 1-Year Est. Return

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

Mathes Company New York $274M AUM 33.72% 1-Year Est. Return

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

Tower Bridge Advisors Conshohocken, Pennsylvania $1.04B AUM 23.66% 1-Year Est. Return

Kelly Lawrence W & Associates Pasadens, California $360M AUM 16.9% 1-Year Est. Return

Highlander Capital Management Short Hills, New Jersey $292M AUM 22.24% 1-Year Est. Return

Private Capital Group's WFC.PRJ.CL Position: Q2 2018 in Review

Private Capital Group sold out of Wells Fargo & Company (WFC.PRJ.CL) in Q2 2018, closing a stake of 400 shares — an estimated $10K sold.

Private Capital Group first reported a position in WFC.PRJ.CL in Q4 2017 and held it in 2 quarters. The position peaked at $10K in Q1 2018. 15 funds tracked by Wall St. Rank hold WFC.PRJ.CL as of Q2 2018.

Private Capital Group reported no remaining Wells Fargo & Company position as of Q2 2018 after selling out during the quarter.
Private Capital Group sold 400 Wells Fargo & Company shares in Q2 2018, an estimated $10K.
Private Capital Group first reported a position in Wells Fargo & Company in Q4 2017 and held it in 2 quarters.
Private Capital Group's Wells Fargo & Company position peaked at $10K in Q1 2018.
15 funds tracked by Wall St. Rank held Wells Fargo & Company as of Q2 2018.

Based on Private Capital Group's 13F filing for Q2 2018, filed 9 Aug 2018.