Timothy OBrien - Wells Fargo Fund Manager
| EVUCX Fund | USD 16.68 0.11 0.66% |
Tim Obrien. Mr. OBrien cofounded Crow Point Partners in 2006 and is the firms Chief Investment Officer. Mr. OBrien is the lead portfolio manager. He has also worked at Loomis Sayles and PNC Bank. He is a magna cum laude graduate of the University of Massachusetts, and the University of Pennsylvanias Wharton School of Business, from which he received his MBA. Mr. OBrien is a Chartered Financial Analyst.
| Phone | 800-222-8222 |
Wells Fargo Management Performance (%)
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Wells Fargo Advantage Leadership Team
Elected by the shareholders, the Wells Fargo's board of directors comprises two types of representatives: Wells Fargo inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Wells. The board's role is to monitor Wells Fargo's management team and ensure that shareholders' interests are well served. Wells Fargo's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Wells Fargo's outside directors are responsible for providing unbiased perspectives on the board's policies.
| Timothy OBrien, Fund Manager | ||
| Kent Newcomb, Fund Manager |
Wells Fund Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right mutual fund is not an easy task. Is Wells Fargo a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
| Price To Earning | 18.75 X | ||||
| Price To Book | 2.02 X | ||||
| Price To Sales | 2.13 X | ||||
| Total Asset | 3.59 M | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 0.02 % | ||||
| One Year Return | (4.62) % | ||||
| Three Year Return | (1.39) % | ||||
| Five Year Return | 3.49 % | ||||
| Ten Year Return | 10.46 % |
Pair Trading with Wells Fargo
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Wells Fargo position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Wells Fargo will appreciate offsetting losses from the drop in the long position's value.Moving together with Wells Mutual Fund
| 0.93 | D | Dominion Energy Financial Report 3rd of May 2024 | PairCorr |
| 0.79 | ES | Eversource Energy Financial Report 1st of May 2024 | PairCorr |
| 0.8 | FE | FirstEnergy Earnings Call This Week | PairCorr |
Moving against Wells Mutual Fund
| 0.76 | HE | Hawaiian Electric Buyout Trend | PairCorr |
| 0.7 | RNWWW | ReNew Energy Global | PairCorr |
| 0.65 | ELIQ | Electriq Power Holdings Symbol Change | PairCorr |
| 0.57 | ELPC | Companhia Paranaense | PairCorr |
The ability to find closely correlated positions to Wells Fargo could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Wells Fargo when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Wells Fargo - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Wells Fargo Advantage to buy it.
The correlation of Wells Fargo is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Wells Fargo moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Wells Fargo Advantage moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Wells Fargo can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Wells Fargo Advantage. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators. For more information on how to buy Wells Mutual Fund please use our How to Invest in Wells Fargo guide.Note that the Wells Fargo Advantage information on this page should be used as a complementary analysis to other Wells Fargo's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Odds Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.