Stifel Trust’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $7.28M | Sell |
140,316
-7,140
| -5% | -$370K | 1.39% | 8 |
|
|
2014
Q2 | $7.75M | Sell |
147,456
-4,045
| -3% | -$213K | 1.45% | 9 |
|
|
2014
Q1 | $7.54M | Sell |
151,501
-5,247
| -3% | -$261K | 1.42% | 10 |
|
|
2013
Q4 | $7.12M | Sell |
156,748
-1,815
| -1% | -$82.4K | 1.34% | 18 |
|
|
2013
Q3 | $6.55M | Buy |
158,563
+15,165
| +11% | +$627K | 1.31% | 22 |
|
|
2013
Q2 | $5.92M | Buy |
+143,398
| New | +$5.92M | 1.23% | 26 |
|