SFG
WFC.PRQ

SevenBridge Financial Group’s Wells Fargo & Co. WFC.PRQ Stock Holding History

SevenBridge Financial 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
2017
Q4 		– Sell
-1,000
Closed -$27K – 648
2017
Q3 		$27K Buy
+1,000
New +$27.4K 0.02% 335
2016
Q3 		– Sell
-1,000
Closed -$28K – 687
2016
Q2 		$28K Sell
1,000
-25,360
-96% -$673K 0.02% 360
2016
Q1 		$1M Buy
+26,360
New +$678K 0.09% 39

Other funds holding WFC.PRQ

RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

SevenBridge Financial Group sold out of Wells Fargo & Co. (WFC.PRQ) in Q4 2017, closing a stake of 1,000 shares — an estimated $27K sold.

SevenBridge Financial Group first reported a position in WFC.PRQ in Q1 2016 and held it in 3 quarters. The position peaked at $1M in Q1 2016. 9 funds tracked by Wall St. Rank hold WFC.PRQ as of Q4 2017.

  • SevenBridge Financial Group reported no remaining Wells Fargo & Co. position as of Q4 2017 after selling out during the quarter.
  • SevenBridge Financial Group sold 1,000 Wells Fargo & Co. shares in Q4 2017, an estimated $27K.
  • SevenBridge Financial Group first reported a position in Wells Fargo & Co. in Q1 2016 and held it in 3 quarters.
  • SevenBridge Financial Group's Wells Fargo & Co. position peaked at $1M in Q1 2016.
  • 9 funds tracked by Wall St. Rank held Wells Fargo & Co. as of Q4 2017.

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