SFU
Stonehage Fleming (UK)’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $3.5M | Buy |
64,449
+5,419
| +9% | +$294K | 1.59% | 8 |
|
|
2015
Q3 | $3.03M | Buy |
59,030
+30,083
| +104% | +$1.54M | 1.45% | 8 |
|
|
2015
Q2 | $1.63M | Buy |
28,947
+200
| +0.7% | +$11.3K | 0.73% | 59 |
|
|
2015
Q1 | $1.57M | Buy |
28,747
+2,237
| +8% | +$122K | 0.73% | 60 |
|
|
2014
Q4 | $1.45M | Hold |
26,510
| – | – | 0.72% | 66 |
|
|
2014
Q3 | $1.38M | Hold |
26,510
| – | – | 0.61% | 72 |
|
|
2014
Q2 | $1.39M | Buy |
26,510
+2,925
| +12% | +$154K | 0.56% | 67 |
|
|
2014
Q1 | $1.17M | Hold |
23,585
| – | – | 0.5% | 66 |
|
|
2013
Q4 | $1.07M | Buy |
+23,585
| New | +$1.07M | 0.43% | 70 |
|