Wells Fargo’s Universal American Corp UAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-42,679
| Closed | -$425K | – | 6175 |
|
|
2017
Q1 | $425K | Buy |
42,679
+8,057
| +23% | +$80.2K | ﹤0.01% | 4242 |
|
|
2016
Q4 | $344K | Buy |
34,622
+14,257
| +70% | +$142K | ﹤0.01% | 4313 |
|
|
2016
Q3 | $156K | Buy |
20,365
+5,313
| +35% | +$40.7K | ﹤0.01% | 4453 |
|
|
2016
Q2 | $114K | Sell |
15,052
-1,728
| -10% | -$13.1K | ﹤0.01% | 4576 |
|
|
2016
Q1 | $120K | Buy |
16,780
+5,068
| +43% | +$36.2K | ﹤0.01% | 4551 |
|
|
2015
Q4 | $82K | Buy |
11,712
+49
| +0.4% | +$343 | ﹤0.01% | 4871 |
|
|
2015
Q3 | $80K | Sell |
11,663
-3,245
| -22% | -$22.3K | ﹤0.01% | 4859 |
|
|
2015
Q2 | $151K | Buy |
14,908
+11,656
| +358% | +$118K | ﹤0.01% | 4627 |
|
|
2015
Q1 | $35K | Buy |
3,252
+292
| +10% | +$3.14K | ﹤0.01% | 4970 |
|
|
2014
Q4 | $27K | Buy |
2,960
+15
| +0.5% | +$137 | ﹤0.01% | 5039 |
|
|
2014
Q3 | $24K | Sell |
2,945
-1,062
| -27% | -$8.66K | ﹤0.01% | 5071 |
|
|
2014
Q2 | $33K | Sell |
4,007
-12,566
| -76% | -$103K | ﹤0.01% | 5002 |
|
|
2014
Q1 | $117K | Buy |
16,573
+15,573
| +1,557% | +$110K | ﹤0.01% | 4499 |
|
|
2013
Q4 | $7K | Hold |
1,000
| – | – | ﹤0.01% | 5150 |
|
|
2013
Q3 | $8K | Hold |
1,000
| – | – | ﹤0.01% | 5076 |
|
|
2013
Q2 | $9K | Buy |
+1,000
| New | +$9K | ﹤0.01% | 4990 |
|