West Oak Capital’s Wells Fargo & Company WFC.PRJ.CL Stock Holding History

West Oak Capital’s Portfolio WFC.PRJ.CL Stock Details WFC.PRJ.CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-27	Closed	-$693	–	378
2017 Q4	$693	Hold	27	–	–	﹤0.01%	287
2017 Q3	$689	Hold	27	–	–	﹤0.01%	324
2017 Q2	$700	Hold	27	–	–	﹤0.01%	340
2017 Q1	$708	Hold	27	–	–	﹤0.01%	362
2016 Q4	$714	Hold	27	–	–	﹤0.01%	333
2016 Q3	$729	Hold	27	–	–	﹤0.01%	365
2016 Q2	$750	Hold	27	–	–	﹤0.01%	323
2016 Q1	$757	Hold	27	–	–	﹤0.01%	261
2015 Q4	$758	Hold	27	–	–	﹤0.01%	270
2015 Q3	$744	Hold	27	–	–	﹤0.01%	275
2015 Q2	$761	Hold	27	–	–	﹤0.01%	290
2015 Q1	$790	Hold	27	–	–	﹤0.01%	292
2014 Q4	$788	Hold	27	–	–	﹤0.01%	298
2014 Q3	$784	Hold	27	–	–	﹤0.01%	287
2014 Q2	$803	Hold	27	–	–	﹤0.01%	281
2014 Q1	$787	Sell	27 -27	-50%	-$773	﹤0.01%	278
2013 Q4	$1.51K	Hold	54	–	–	﹤0.01%	266
2013 Q3	$1.53K	Hold	54	–	–	﹤0.01%	265
2013 Q2	$1.56K	Buy	+54	New	+$1.62K	﹤0.01%	262

Other funds holding WFC.PRJ.CL

KIA

KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return

ARMC

American Research & Management Company Marion, Massachusetts $362M AUM 8.06% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

AHB

Abner Herrman & Brock Jersey City, New Jersey $1.05B AUM 42.66% 1-Year Est. Return

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

Mathes Company New York $274M AUM 33.72% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

KLWA

Kelly Lawrence W & Associates Pasadens, California $360M AUM 16.9% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

West Oak Capital's WFC.PRJ.CL Position: Q1 2018 in Review

West Oak Capital sold out of Wells Fargo & Company (WFC.PRJ.CL) in Q1 2018, closing a stake of 27 shares — an estimated $693 sold.

West Oak Capital first reported a position in WFC.PRJ.CL in Q2 2013 and held it in 19 quarters. The position peaked at $1.56K in Q2 2013. 17 funds tracked by Wall St. Rank hold WFC.PRJ.CL as of Q1 2018.

West Oak Capital reported no remaining Wells Fargo & Company position as of Q1 2018 after selling out during the quarter.
West Oak Capital sold 27 Wells Fargo & Company shares in Q1 2018, an estimated $693.
West Oak Capital first reported a position in Wells Fargo & Company in Q2 2013 and held it in 19 quarters.
West Oak Capital's Wells Fargo & Company position peaked at $1.56K in Q2 2013.
17 funds tracked by Wall St. Rank held Wells Fargo & Company as of Q1 2018.

Based on West Oak Capital's 13F filing for Q1 2018, filed 5 Apr 2018.