SFG
WFC.PRJ.CL

SevenBridge Financial Group’s Wells Fargo & Company WFC.PRJ.CL Stock Holding History

SevenBridge Financial 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
2017
Q4 		– Sell
-174
Closed -$4K – 670
2017
Q3 		$4K Buy
+174
New +$4.48K ﹤0.01% 545
2016
Q3 		– Sell
-174
Closed -$5K – 708
2016
Q2 		$5K Buy
+174
New +$4.86K ﹤0.01% 603

Other funds holding WFC.PRJ.CL

KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 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
AHB
Abner Herrman & Brock Jersey City, New Jersey $1.05B AUM 42.66% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
MC
Mathes Company New York $274M AUM 33.72% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
TBA
Tower Bridge Advisors Conshohocken, Pennsylvania $1.04B AUM 23.66% 1-Year Est. Return
SAM
Solaris Asset Management New York $12.8M AUM 28.06% 1-Year Est. Return

SevenBridge Financial Group's WFC.PRJ.CL Position: Q4 2017 in Review

SevenBridge Financial Group sold out of Wells Fargo & Company (WFC.PRJ.CL) in Q4 2017, closing a stake of 174 shares — an estimated $4K sold.

SevenBridge Financial Group first reported a position in WFC.PRJ.CL in Q2 2016 and held it in 2 quarters. The position peaked at $5K in Q2 2016. 19 funds tracked by Wall St. Rank hold WFC.PRJ.CL as of Q4 2017.

  • SevenBridge Financial Group reported no remaining Wells Fargo & Company position as of Q4 2017 after selling out during the quarter.
  • SevenBridge Financial Group sold 174 Wells Fargo & Company shares in Q4 2017, an estimated $4K.
  • SevenBridge Financial Group first reported a position in Wells Fargo & Company in Q2 2016 and held it in 2 quarters.
  • SevenBridge Financial Group's Wells Fargo & Company position peaked at $5K in Q2 2016.
  • 19 funds tracked by Wall St. Rank held Wells Fargo & Company as of Q4 2017.

Based on SevenBridge Financial Group's 13F filing for Q4 2017, filed 20 Feb 2018.