SAM
WFC.PRJ.CL

SignalPoint Asset Management’s Wells Fargo & Company WFC.PRJ.CL Stock Holding History

SignalPoint Asset Management’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
Q1 		– Sell
-14,440
Closed -$382K – 232
2016
Q4 		$382K Buy
+14,440
New +$386K 0.1% 177

Other funds holding WFC.PRJ.CL

KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 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
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
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return

SignalPoint Asset Management's WFC.PRJ.CL Position: Q1 2017 in Review

SignalPoint Asset Management sold out of Wells Fargo & Company (WFC.PRJ.CL) in Q1 2017, closing a stake of 14,440 shares — an estimated $382K sold.

SignalPoint Asset Management first reported a position in WFC.PRJ.CL in Q4 2016 and held it in 1 quarter. The position peaked at $382K in Q4 2016. 18 funds tracked by Wall St. Rank hold WFC.PRJ.CL as of Q1 2017.

  • SignalPoint Asset Management reported no remaining Wells Fargo & Company position as of Q1 2017 after selling out during the quarter.
  • SignalPoint Asset Management sold 14,440 Wells Fargo & Company shares in Q1 2017, an estimated $382K.
  • SignalPoint Asset Management first reported a position in Wells Fargo & Company in Q4 2016 and held it in 1 quarter.
  • SignalPoint Asset Management's Wells Fargo & Company position peaked at $382K in Q4 2016.
  • 18 funds tracked by Wall St. Rank held Wells Fargo & Company as of Q1 2017.

Based on SignalPoint Asset Management's 13F filing for Q1 2017, filed 2 May 2017.