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

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Mathes Company New York $274M AUM 33.72% 1-Year Est. Return

WesBanco Bank Wheeling, West Virginia $3.61B AUM 24.09% 1-Year Est. Return