SAM
WFC.PRJ.CL

Sunnymeath Asset Management’s Wells Fargo & Company WFC.PRJ.CL Stock Holding History

Sunnymeath Asset 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
2016
Q3 		– Sell
-17,500
Closed -$485K – 164
2016
Q2 		$485K Buy
+17,500
New +$489K 0.71% 58

Other funds holding WFC.PRJ.CL

KIA
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ARMC
American Research & Management Company Marion, Massachusetts $362M AUM 8.06% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
DG
Davidson & Garrard Lynchburg, Virginia $425M AUM 14.62% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
TBA
Tower Bridge Advisors Conshohocken, Pennsylvania $1.04B AUM 23.66% 1-Year Est. Return
MC
Mathes Company New York $274M AUM 33.72% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

Sunnymeath Asset Management's WFC.PRJ.CL Position: Q3 2016 in Review

Sunnymeath Asset Management sold out of Wells Fargo & Company (WFC.PRJ.CL) in Q3 2016, closing a stake of 17,500 shares — an estimated $485K sold.

Sunnymeath Asset Management first reported a position in WFC.PRJ.CL in Q2 2016 and held it in 1 quarter. The position peaked at $485K in Q2 2016. 21 funds tracked by Wall St. Rank hold WFC.PRJ.CL as of Q3 2016.

  • Sunnymeath Asset Management reported no remaining Wells Fargo & Company position as of Q3 2016 after selling out during the quarter.
  • Sunnymeath Asset Management sold 17,500 Wells Fargo & Company shares in Q3 2016, an estimated $485K.
  • Sunnymeath Asset Management first reported a position in Wells Fargo & Company in Q2 2016 and held it in 1 quarter.
  • Sunnymeath Asset Management's Wells Fargo & Company position peaked at $485K in Q2 2016.
  • 21 funds tracked by Wall St. Rank held Wells Fargo & Company as of Q3 2016.

Based on Sunnymeath Asset Management's 13F filing for Q3 2016, filed 16 Nov 2016.