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440 Investment Group’s Wells Fargo WFC Stock Holding History

440 Investment 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
2017
Q4 		$511K Sell
8,425
-4,660
-36% -$263K 0.36% 69
2017
Q3 		$722K Sell
13,085
-153,845
-92% -$8.18M 0.55% 55
2017
Q2 		$9.25M Buy
166,930
+12,660
+8% +$678K 7.37% 2
2017
Q1 		$8.59M Buy
+154,270
New +$8.75M 7.67% 2

Other funds holding WFC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

440 Investment Group's WFC Position: Q4 2017 in Review

440 Investment Group reduced its Wells Fargo (WFC) stake by 36% in Q4 2017, selling an estimated $263K and leaving 8,425 shares worth $511K. The position accounts for 0.36% of the portfolio, ranked #69.

440 Investment Group first reported a position in WFC in Q1 2017 and has held it in 4 quarters since. The position peaked at $9.25M in Q2 2017. 2,054 funds tracked by Wall St. Rank hold WFC as of Q4 2017.

  • 440 Investment Group held 8,425 shares of Wells Fargo worth $511K as of Q4 2017.
  • 440 Investment Group sold 4,660 Wells Fargo shares in Q4 2017, an estimated $263K.
  • Wells Fargo made up 0.36% of 440 Investment Group's portfolio in Q4 2017, its #69 holding.
  • 440 Investment Group first reported a position in Wells Fargo in Q1 2017 and has held it in 4 quarters since.
  • 440 Investment Group's Wells Fargo position peaked at $9.25M in Q2 2017.
  • 2,054 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2017.

Based on 440 Investment Group's 13F filing for Q4 2017, filed 16 Jan 2018.