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WFC.PRJ.CL

WealthPLAN Partners’s Wells Fargo & Company WFC.PRJ.CL Stock Holding History

WealthPLAN Partners’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
-340
Closed -$9.44K – 1115
2016
Q2 		$9.44K Buy
+340
New +$9.5K ﹤0.01% 1769

Other funds holding WFC.PRJ.CL

KIA
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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ARMC
American Research & Management Company Marion, Massachusetts $362M AUM 8.06% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B 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 $1.11B AUM 25.77% 1-Year Est. Return
MC
Mathes Company New York $322M AUM 37.57% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

WealthPLAN Partners's WFC.PRJ.CL Position: Q3 2016 in Review

WealthPLAN Partners sold out of Wells Fargo & Company (WFC.PRJ.CL) in Q3 2016, closing a stake of 340 shares — an estimated $9.44K sold.

WealthPLAN Partners first reported a position in WFC.PRJ.CL in Q2 2016 and held it in 1 quarter. The position peaked at $9.44K in Q2 2016. 21 funds tracked by Wall St. Rank hold WFC.PRJ.CL as of Q3 2016.

  • WealthPLAN Partners reported no remaining Wells Fargo & Company position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 340 Wells Fargo & Company shares in Q3 2016, an estimated $9.44K.
  • WealthPLAN Partners first reported a position in Wells Fargo & Company in Q2 2016 and held it in 1 quarter.
  • WealthPLAN Partners's Wells Fargo & Company position peaked at $9.44K in Q2 2016.
  • 21 funds tracked by Wall St. Rank held Wells Fargo & Company as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.