Sterne Agee Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $9.19M | Buy |
168,275
+21,751
| +15% | +$1.19M | 1.35% | 5 |
|
|
2014
Q4 | $8.03M | Sell |
146,524
-1,220
| -0.8% | -$66.9K | 1.24% | 10 |
|
|
2014
Q3 | $7.65M | Buy |
147,744
+4,651
| +3% | +$241K | 1.22% | 9 |
|
|
2014
Q2 | $7.52M | Buy |
143,093
+9,259
| +7% | +$487K | 1.26% | 11 |
|
|
2014
Q1 | $6.66M | Buy |
133,834
+34,037
| +34% | +$1.69M | 1.31% | 7 |
|
|
2013
Q4 | $4.53M | Buy |
99,797
+30,125
| +43% | +$1.37M | 1.49% | 11 |
|
|
2013
Q3 | $2.88M | Sell |
69,672
-24,445
| -26% | -$1.01M | 1.12% | 14 |
|
|
2013
Q2 | $3.88M | Buy |
+94,117
| New | +$3.88M | 1.38% | 12 |
|