SteelBridge Private Wealth Advisors’s Wells Fargo WFC Stock Holding History

SteelBridge Private Wealth Advisors’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-6,664	Closed	-$369K	–	69
2017 Q2	$369K	Sell	6,664 -212	-3%	-$11.4K	0.52%	43
2017 Q1	$383K	Buy	6,876 +146	+2%	+$8.28K	0.58%	39
2016 Q4	$379K	Buy	+6,730	New	+$338K	0.6%	36
2016 Q2	–	Sell	-6,012	Closed	-$291K	–	54
2016 Q1	$291K	Buy	+6,012	New	+$294K	0.59%	32

Other funds holding WFC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SteelBridge Private Wealth Advisors's WFC Position: Q3 2017 in Review

SteelBridge Private Wealth Advisors sold out of Wells Fargo (WFC) in Q3 2017, closing a stake of 6,664 shares — an estimated $369K sold.

SteelBridge Private Wealth Advisors first reported a position in WFC in Q1 2016 and held it in 4 quarters. The position peaked at $383K in Q1 2017. 1,865 funds tracked by Wall St. Rank hold WFC as of Q3 2017.

SteelBridge Private Wealth Advisors reported no remaining Wells Fargo position as of Q3 2017 after selling out during the quarter.
SteelBridge Private Wealth Advisors sold 6,664 Wells Fargo shares in Q3 2017, an estimated $369K.
SteelBridge Private Wealth Advisors first reported a position in Wells Fargo in Q1 2016 and held it in 4 quarters.
SteelBridge Private Wealth Advisors's Wells Fargo position peaked at $383K in Q1 2017.
1,865 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2017.

Based on SteelBridge Private Wealth Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.