WCG
WFC.PRT

Weaver Consulting Group’s WELLS FARGO & COMPANY SERIES T WFC.PRT Stock Holding History

Weaver Consulting Group’s Portfolio WFC.PRT Stock Details WFC.PRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-19,669
Closed -$500K – 911
2019
Q1 		$500K Buy
+19,669
New +$504K 0.14% 113

Other funds holding WFC.PRT

FCMC
Founders Capital Management (Connecticut) East Hartford, Connecticut $608M AUM 27.09% 1-Year Est. Return
MCM
Maryland Capital Management Towson, Maryland $1.2B AUM 18.21% 1-Year Est. Return
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.53B AUM 18.11% 1-Year Est. Return
WFMPM
Woodley Farra Manion Portfolio Management Indianapolis, Indiana $2.05B AUM 14.54% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return
IWA
Intercontinental Wealth Advisors San Antonio, Texas $419M AUM 22.15% 1-Year Est. Return
QAM
QCI Asset Management Pittsford, New York $1.72B AUM 25.41% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Weaver Consulting Group's WFC.PRT Position: Q2 2019 in Review

Weaver Consulting Group sold out of WELLS FARGO & COMPANY SERIES T (WFC.PRT) in Q2 2019, closing a stake of 19,669 shares — an estimated $500K sold.

Weaver Consulting Group first reported a position in WFC.PRT in Q1 2019 and held it in 1 quarter. The position peaked at $500K in Q1 2019. 10 funds tracked by Wall St. Rank hold WFC.PRT as of Q2 2019.

  • Weaver Consulting Group reported no remaining WELLS FARGO & COMPANY SERIES T position as of Q2 2019 after selling out during the quarter.
  • Weaver Consulting Group sold 19,669 WELLS FARGO & COMPANY SERIES T shares in Q2 2019, an estimated $500K.
  • Weaver Consulting Group first reported a position in WELLS FARGO & COMPANY SERIES T in Q1 2019 and held it in 1 quarter.
  • Weaver Consulting Group's WELLS FARGO & COMPANY SERIES T position peaked at $500K in Q1 2019.
  • 10 funds tracked by Wall St. Rank held WELLS FARGO & COMPANY SERIES T as of Q2 2019.

Based on Weaver Consulting Group's 13F filing for Q2 2019, filed 5 Aug 2019.