Number of Shares
63,656.00
Current Holdings Value*
$3.53 Mil
% of Portfolio
7.68%
Total Estimate Gain
$2.06 Mil
% of Total Estimate Gain
61.81%

NEEDELMAN ASSET MANAGEMENT INC's Wells Fargo & Co Holding Summary

As of 2018-06-30, NEEDELMAN ASSET MANAGEMENT INC held 63,656.00 shares of Wells Fargo & Co(WFC), totaling $3.53 Mil. This investment constitutes 7.68% of their stock portfolio, and NEEDELMAN ASSET MANAGEMENT INC now holds 0% of the outstanding Wells Fargo & Co(WFC) stock.

The initial trade took place in 2013Q4. And since then NEEDELMAN ASSET MANAGEMENT INC has made 2 purchases of WFC, at an average price of $51.34, for a total of 64,771.00 shares. In addition, there have been 9 sales at an average price of $52.59 for 1,115.00 shares. Based on historical transaction data and WFC's current price of $83.60, NEEDELMAN ASSET MANAGEMENT INC's estimated gain on his WFC holdings is $2.06 Mil, reflecting a 61.81% gain to date.

NEEDELMAN ASSET MANAGEMENT INC WFC ($83.60) Holding Chart

NEEDELMAN ASSET MANAGEMENT INC WFC ($83.60) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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