PTC
WFC.PRJ.CL

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

Private Trust Company’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
2014
Q4 		– Sell
-425
Closed -$12K – 1454
2014
Q3 		$12K Hold
425
– – ﹤0.01% 1044
2014
Q2 		$13K Hold
425
– – ﹤0.01% 1000
2014
Q1 		$12K Hold
425
– – ﹤0.01% 918
2013
Q4 		$12K Buy
+425
New +$12K ﹤0.01% 887

Other funds holding WFC.PRJ.CL

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MCC
Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
DG
Davidson & Garrard Lynchburg, Virginia $425M AUM 14.62% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
ARMC
American Research & Management Company Marion, Massachusetts $362M AUM 8.06% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return
TBA
Tower Bridge Advisors Conshohocken, Pennsylvania $1.04B AUM 23.66% 1-Year Est. Return

Private Trust Company's WFC.PRJ.CL Position: Q4 2014 in Review

Private Trust Company sold out of Wells Fargo & Company (WFC.PRJ.CL) in Q4 2014, closing a stake of 425 shares — an estimated $12K sold.

Private Trust Company first reported a position in WFC.PRJ.CL in Q4 2013 and held it in 4 quarters. The position peaked at $13K in Q2 2014. 27 funds tracked by Wall St. Rank hold WFC.PRJ.CL as of Q4 2014.

  • Private Trust Company reported no remaining Wells Fargo & Company position as of Q4 2014 after selling out during the quarter.
  • Private Trust Company sold 425 Wells Fargo & Company shares in Q4 2014, an estimated $12K.
  • Private Trust Company first reported a position in Wells Fargo & Company in Q4 2013 and held it in 4 quarters.
  • Private Trust Company's Wells Fargo & Company position peaked at $13K in Q2 2014.
  • 27 funds tracked by Wall St. Rank held Wells Fargo & Company as of Q4 2014.

Based on Private Trust Company's 13F filing for Q4 2014, filed 28 Jan 2015.