SSB
WFC.PRJ.CL

Sandy Spring Bank’s Wells Fargo & Company WFC.PRJ.CL Stock Holding History

Sandy Spring Bank’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
-950
Closed -$28K – 835
2014
Q3 		$28K Hold
950
– – ﹤0.01% 488
2014
Q2 		$28K Hold
950
– – ﹤0.01% 496
2014
Q1 		$28K Hold
950
– – ﹤0.01% 444
2013
Q4 		$27K Hold
950
– – ﹤0.01% 440
2013
Q3 		$27K Hold
950
– – ﹤0.01% 425
2013
Q2 		$27K Buy
+950
New +$28.6K ﹤0.01% 405

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

Sandy Spring Bank's WFC.PRJ.CL Position: Q4 2014 in Review

Sandy Spring Bank sold out of Wells Fargo & Company (WFC.PRJ.CL) in Q4 2014, closing a stake of 950 shares — an estimated $28K sold.

Sandy Spring Bank first reported a position in WFC.PRJ.CL in Q2 2013 and held it in 6 quarters. The position peaked at $28K in Q3 2014. 27 funds tracked by Wall St. Rank hold WFC.PRJ.CL as of Q4 2014.

  • Sandy Spring Bank reported no remaining Wells Fargo & Company position as of Q4 2014 after selling out during the quarter.
  • Sandy Spring Bank sold 950 Wells Fargo & Company shares in Q4 2014, an estimated $28K.
  • Sandy Spring Bank first reported a position in Wells Fargo & Company in Q2 2013 and held it in 6 quarters.
  • Sandy Spring Bank's Wells Fargo & Company position peaked at $28K in Q3 2014.
  • 27 funds tracked by Wall St. Rank held Wells Fargo & Company as of Q4 2014.

Based on Sandy Spring Bank's 13F filing for Q4 2014, filed 30 Jan 2015.