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Wells Trecaso Financial Group’s Wells Fargo WFC Stock Holding History

Wells Trecaso Financial Group’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
-3,675
Closed -$223K – 70
2017
Q4 		$223K Buy
+3,675
New +$208K 0.22% 59

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Wells Trecaso Financial Group's WFC Position: Q1 2018 in Review

Wells Trecaso Financial Group sold out of Wells Fargo (WFC) in Q1 2018, closing a stake of 3,675 shares — an estimated $223K sold.

Wells Trecaso Financial Group first reported a position in WFC in Q4 2017 and held it in 1 quarter. The position peaked at $223K in Q4 2017. 2,010 funds tracked by Wall St. Rank hold WFC as of Q1 2018.

  • Wells Trecaso Financial Group reported no remaining Wells Fargo position as of Q1 2018 after selling out during the quarter.
  • Wells Trecaso Financial Group sold 3,675 Wells Fargo shares in Q1 2018, an estimated $223K.
  • Wells Trecaso Financial Group first reported a position in Wells Fargo in Q4 2017 and held it in 1 quarter.
  • Wells Trecaso Financial Group's Wells Fargo position peaked at $223K in Q4 2017.
  • 2,010 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2018.

Based on Wells Trecaso Financial Group's 13F filing for Q1 2018, filed 23 Apr 2018.