Private Capital Group’s Wells Fargo & Co. WFC.PRQ Stock Holding History

Private Capital Group’s Portfolio WFC.PRQ Stock Details WFC.PRQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-179	Closed	-$5K	–	2240
2019 Q3	$5K	Buy	+179	New	+$4.74K	﹤0.01%	1691
2019 Q2	–	Sell	-179	Closed	-$5K	–	2456
2019 Q1	$5K	Hold	179	–	–	﹤0.01%	1697
2018 Q4	$4K	Hold	179	–	–	﹤0.01%	1716
2018 Q3	$4K	Hold	179	–	–	﹤0.01%	1795
2018 Q2	$4K	Hold	179	–	–	﹤0.01%	1739
2018 Q1	$5K	Buy	+179	New	+$4.74K	﹤0.01%	1622

Other funds holding WFC.PRQ

FIM

Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

SWP

Strategic Wealth Partners Independence, Ohio $1.44B AUM 21.2% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

SIM

Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

BRC

Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return

EWM

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

VCP

Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 1-Year Est. Return

Private Capital Group's WFC.PRQ Position: Q4 2019 in Review

Private Capital Group sold out of Wells Fargo & Co. (WFC.PRQ) in Q4 2019, closing a stake of 179 shares — an estimated $5K sold.

Private Capital Group first reported a position in WFC.PRQ in Q1 2018 and held it in 6 quarters. The position peaked at $5K in Q3 2019. 10 funds tracked by Wall St. Rank hold WFC.PRQ as of Q4 2019.

Private Capital Group reported no remaining Wells Fargo & Co. position as of Q4 2019 after selling out during the quarter.
Private Capital Group sold 179 Wells Fargo & Co. shares in Q4 2019, an estimated $5K.
Private Capital Group first reported a position in Wells Fargo & Co. in Q1 2018 and held it in 6 quarters.
Private Capital Group's Wells Fargo & Co. position peaked at $5K in Q3 2019.
10 funds tracked by Wall St. Rank held Wells Fargo & Co. as of Q4 2019.

Based on Private Capital Group's 13F filing for Q4 2019, filed 14 Feb 2020.