RPG
WFC.PRJ.CL

Risk Paradigm Group’s Wells Fargo & Company WFC.PRJ.CL Stock Holding History

Risk Paradigm 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
2015
Q4 		– Sell
-323
Closed -$8.9K – 419
2015
Q3 		$8.9K Buy
323
+300
+1,304% +$8.47K 0.02% 219
2015
Q2 		$648 Hold
23
– – ﹤0.01% 310
2015
Q1 		$672 Buy
+23
New +$671 ﹤0.01% 326

Other funds holding WFC.PRJ.CL

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
ARMC
American Research & Management Company Marion, Massachusetts $362M AUM 8.06% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
DG
Davidson & Garrard Lynchburg, Virginia $425M AUM 14.62% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
TBA
Tower Bridge Advisors Conshohocken, Pennsylvania $1.04B AUM 23.66% 1-Year Est. Return
MC
Mathes Company New York $274M AUM 33.72% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Risk Paradigm Group's WFC.PRJ.CL Position: Q4 2015 in Review

Risk Paradigm Group sold out of Wells Fargo & Company (WFC.PRJ.CL) in Q4 2015, closing a stake of 323 shares — an estimated $8.9K sold.

Risk Paradigm Group first reported a position in WFC.PRJ.CL in Q1 2015 and held it in 3 quarters. The position peaked at $8.9K in Q3 2015. 23 funds tracked by Wall St. Rank hold WFC.PRJ.CL as of Q4 2015.

  • Risk Paradigm Group reported no remaining Wells Fargo & Company position as of Q4 2015 after selling out during the quarter.
  • Risk Paradigm Group sold 323 Wells Fargo & Company shares in Q4 2015, an estimated $8.9K.
  • Risk Paradigm Group first reported a position in Wells Fargo & Company in Q1 2015 and held it in 3 quarters.
  • Risk Paradigm Group's Wells Fargo & Company position peaked at $8.9K in Q3 2015.
  • 23 funds tracked by Wall St. Rank held Wells Fargo & Company as of Q4 2015.

Based on Risk Paradigm Group's 13F filing for Q4 2015, filed 10 Feb 2016.