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Welch Capital Partners’s Wells Fargo WFC Stock Holding History

Welch Capital Partners’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
2018
Q1 		– Sell
-53,430
Closed -$3.24M – 43
2017
Q4 		$3.24M Buy
+53,430
New +$3.02M 1.15% 30

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Welch Capital Partners's WFC Position: Q1 2018 in Review

Welch Capital Partners sold out of Wells Fargo (WFC) in Q1 2018, closing a stake of 53,430 shares — an estimated $3.24M sold.

Welch Capital Partners first reported a position in WFC in Q4 2017 and held it in 1 quarter. The position peaked at $3.24M in Q4 2017. 2,010 funds tracked by Wall St. Rank hold WFC as of Q1 2018.

  • Welch Capital Partners reported no remaining Wells Fargo position as of Q1 2018 after selling out during the quarter.
  • Welch Capital Partners sold 53,430 Wells Fargo shares in Q1 2018, an estimated $3.24M.
  • Welch Capital Partners first reported a position in Wells Fargo in Q4 2017 and held it in 1 quarter.
  • Welch Capital Partners's Wells Fargo position peaked at $3.24M in Q4 2017.
  • 2,010 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2018.

Based on Welch Capital Partners's 13F filing for Q1 2018, filed 9 May 2018.