Wells Fargo
YDIV

Wells Fargo’s First Trust International Multi-Asset Diversified Income Index Fund YDIV Stock Holding History

Wells Fargo’s Portfolio YDIV Stock Details YDIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-865
Closed -$14K – 6783
2015
Q3 		$14K Buy
+865
New +$14.7K ﹤0.01% 5646

Other funds holding YDIV

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IH
IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

Wells Fargo's YDIV Position: Q4 2015 in Review

Wells Fargo sold out of First Trust International Multi-Asset Diversified Income Index Fund (YDIV) in Q4 2015, closing a stake of 865 shares — an estimated $14K sold.

Wells Fargo first reported a position in YDIV in Q3 2015 and held it in 1 quarter. The position peaked at $14K in Q3 2015. 15 funds tracked by Wall St. Rank hold YDIV as of Q4 2015.

  • Wells Fargo reported no remaining First Trust International Multi-Asset Diversified Income Index Fund position as of Q4 2015 after selling out during the quarter.
  • Wells Fargo sold 865 First Trust International Multi-Asset Diversified Income Index Fund shares in Q4 2015, an estimated $14K.
  • Wells Fargo first reported a position in First Trust International Multi-Asset Diversified Income Index Fund in Q3 2015 and held it in 1 quarter.
  • Wells Fargo's First Trust International Multi-Asset Diversified Income Index Fund position peaked at $14K in Q3 2015.
  • 15 funds tracked by Wall St. Rank held First Trust International Multi-Asset Diversified Income Index Fund as of Q4 2015.

Based on Wells Fargo's 13F filing for Q4 2015, filed 9 Feb 2016.