Torch Wealth Management’s Wells Fargo WFC Stock Holding History

Torch Wealth Management’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
2016 Q3	–	Sell	-33,895	Closed	-$1.6M	–	99
2016 Q2	$1.6M	Sell	33,895 -495	-1%	-$24.1K	1.17%	30
2016 Q1	$1.66M	Buy	34,390 +356	+1%	+$17.4K	1.25%	27
2015 Q4	$1.85M	Buy	34,034 +455	+1%	+$24.7K	1.35%	27
2015 Q3	$1.72M	Sell	33,579 -47	-0.1%	-$2.58K	1.33%	28
2015 Q2	$1.89M	Buy	33,626 +679	+2%	+$37.9K	1.31%	26
2015 Q1	$1.79M	Buy	32,947 +19,703	+149%	+$1.06M	1.39%	24
2014 Q4	$726K	Buy	13,244 +504	+4%	+$26.7K	0.56%	54
2014 Q3	$661K	Buy	12,740 +3	+0%	+$154	0.48%	58
2014 Q2	$669K	Buy	12,737 +4	+0%	+$201	0.45%	57
2014 Q1	$633K	Buy	12,733 +3	+0%	+$140	0.46%	56
2013 Q4	$578K	Buy	+12,730	New	+$550K	0.44%	59

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

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

Torch Wealth Management's WFC Position: Q3 2016 in Review

Torch Wealth Management sold out of Wells Fargo (WFC) in Q3 2016, closing a stake of 33,895 shares — an estimated $1.6M sold.

Torch Wealth Management first reported a position in WFC in Q4 2013 and held it in 11 quarters. The position peaked at $1.89M in Q2 2015. 1,890 funds tracked by Wall St. Rank hold WFC as of Q3 2016.

Torch Wealth Management reported no remaining Wells Fargo position as of Q3 2016 after selling out during the quarter.
Torch Wealth Management sold 33,895 Wells Fargo shares in Q3 2016, an estimated $1.6M.
Torch Wealth Management first reported a position in Wells Fargo in Q4 2013 and held it in 11 quarters.
Torch Wealth Management's Wells Fargo position peaked at $1.89M in Q2 2015.
1,890 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2016.

Based on Torch Wealth Management's 13F filing for Q3 2016, filed 13 Oct 2016.