Sonora Investment Management’s Wells Fargo & Company WFC.PRJ.CL Stock Holding History

Sonora Investment 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
2018 Q1	–	Sell	-89	Closed	-$2.28K	–	1237
2017 Q4	$2.28K	Hold	89	–	–	﹤0.01%	1046
2017 Q3	$2.27K	Sell	89 -856	-91%	-$22K	﹤0.01%	979
2017 Q2	$24.5K	Hold	945	–	–	﹤0.01%	482
2017 Q1	$24.8K	Hold	945	–	–	﹤0.01%	471
2016 Q4	$25K	Hold	945	–	–	0.01%	414
2016 Q3	$25.5K	Hold	945	–	–	0.01%	406
2016 Q2	$26.2K	Hold	945	–	–	0.01%	371
2016 Q1	$26.3K	Hold	945	–	–	0.01%	408
2015 Q4	$27K	Hold	945	–	–	0.01%	333
2015 Q3	$27K	Buy	+945	New	+$26.7K	0.01%	286

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

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

WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

Mathes Company New York $274M AUM 33.72% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

KLWA

Kelly Lawrence W & Associates Pasadens, California $360M AUM 16.9% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Sonora Investment Management's WFC.PRJ.CL Position: Q1 2018 in Review

Sonora Investment Management sold out of Wells Fargo & Company (WFC.PRJ.CL) in Q1 2018, closing a stake of 89 shares — an estimated $2.28K sold.

Sonora Investment Management first reported a position in WFC.PRJ.CL in Q3 2015 and held it in 10 quarters. The position peaked at $27K in Q4 2015. 17 funds tracked by Wall St. Rank hold WFC.PRJ.CL as of Q1 2018.

Sonora Investment Management reported no remaining Wells Fargo & Company position as of Q1 2018 after selling out during the quarter.
Sonora Investment Management sold 89 Wells Fargo & Company shares in Q1 2018, an estimated $2.28K.
Sonora Investment Management first reported a position in Wells Fargo & Company in Q3 2015 and held it in 10 quarters.
Sonora Investment Management's Wells Fargo & Company position peaked at $27K in Q4 2015.
17 funds tracked by Wall St. Rank held Wells Fargo & Company as of Q1 2018.

Based on Sonora Investment Management's 13F filing for Q1 2018, filed 19 Apr 2018.