Wells Fargo
KCLI

Wells Fargo’s KANSAS CITY LIFE INS CO NEW (MO) KCLI Stock Holding History

Wells Fargo’s Portfolio KCLI Stock Details KCLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-4
Closed – – 6752
2015
Q4 		$0 Sell
4
-417
-99% -$19.9K ﹤0.01% 6669
2015
Q3 		$20K Sell
421
-165
-28% -$7.66K ﹤0.01% 5552
2015
Q2 		$27K Buy
586
+282
+93% +$12.7K ﹤0.01% 5508
2015
Q1 		$14K Buy
304
+27
+10% +$1.25K ﹤0.01% 5521
2014
Q4 		$13K Buy
277
+101
+57% +$4.81K ﹤0.01% 5543
2014
Q3 		$8K Sell
176
-8,984
-98% -$408K ﹤0.01% 5705
2014
Q2 		$416K Buy
9,160
+1,560
+21% +$67.9K ﹤0.01% 4010
2014
Q1 		$366K Sell
7,600
-1,501
-16% -$72.5K ﹤0.01% 4047
2013
Q4 		$434K Hold
9,101
– – ﹤0.01% 3862
2013
Q3 		$402K Buy
9,101
+1,500
+20% +$64.5K ﹤0.01% 3863
2013
Q2 		$291K Buy
+7,601
New +$283K ﹤0.01% 3955

Other funds holding KCLI

GPC
Glacier Peak Capital Bellevue, Washington $96.2M AUM 0.45% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
AIM
Acrospire Investment Management Chicago, Illinois $33K AUM 23.36% 1-Year Est. Return

Wells Fargo's KCLI Position: Q1 2016 in Review

Wells Fargo sold out of KANSAS CITY LIFE INS CO NEW (MO) (KCLI) in Q1 2016, closing a stake of 4 shares.

Wells Fargo first reported a position in KCLI in Q2 2013 and held it in 11 quarters. The position peaked at $434K in Q4 2013. 9 funds tracked by Wall St. Rank hold KCLI as of Q1 2016.

  • Wells Fargo reported no remaining KANSAS CITY LIFE INS CO NEW (MO) position as of Q1 2016 after selling out during the quarter.
  • Wells Fargo sold 4 KANSAS CITY LIFE INS CO NEW (MO) shares in Q1 2016.
  • Wells Fargo first reported a position in KANSAS CITY LIFE INS CO NEW (MO) in Q2 2013 and held it in 11 quarters.
  • Wells Fargo's KANSAS CITY LIFE INS CO NEW (MO) position peaked at $434K in Q4 2013.
  • 9 funds tracked by Wall St. Rank held KANSAS CITY LIFE INS CO NEW (MO) as of Q1 2016.

Based on Wells Fargo's 13F filing for Q1 2016, filed 16 May 2016.