Smith Affiliated Capital’s Wells Fargo & Co. WFC.PRQ Stock Holding History

Smith Affiliated Capital’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
2016 Q2	–	Hold	0	–	–	–	19
2016 Q1	–	Hold	0	–	–	–	17

Other funds holding WFC.PRQ

Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return

Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.37B AUM 30.24% 1-Year Est. Return

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

Colonial Trust Advisors Spartanburg, South Carolina $1.44B AUM 26.89% 1-Year Est. Return