Advisory Research’s Wells Fargo WFC Stock Holding History

Advisory Research’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	-420,656	Closed	-$25.5M	–	423
2017 Q4	$25.5M	Buy	420,656 +5,188	+1%	+$293K	0.42%	69
2017 Q3	$22.9M	Buy	415,468 +102,544	+33%	+$5.45M	0.36%	78
2017 Q2	$17.3M	Buy	312,924 +202,484	+183%	+$10.8M	0.27%	93
2017 Q1	$6.15M	Buy	+110,440	New	+$6.27M	0.09%	142
2016 Q4	–	Sell	-48,006	Closed	-$2.13M	–	378
2016 Q3	$2.13M	Buy	+48,006	New	+$2.3M	0.03%	142
2014 Q2	–	Sell	-1,485	Closed	-$74K	–	676
2014 Q1	$74K	Buy	+1,485	New	+$69.2K	﹤0.01%	380

Other funds holding WFC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Advisory Research's WFC Position: Q1 2018 in Review

Advisory Research sold out of Wells Fargo (WFC) in Q1 2018, closing a stake of 420,656 shares — an estimated $25.5M sold.

Advisory Research first reported a position in WFC in Q1 2014 and held it in 6 quarters. The position peaked at $25.5M in Q4 2017. 2,009 funds tracked by Wall St. Rank hold WFC as of Q1 2018.

Advisory Research reported no remaining Wells Fargo position as of Q1 2018 after selling out during the quarter.
Advisory Research sold 420,656 Wells Fargo shares in Q1 2018, an estimated $25.5M.
Advisory Research first reported a position in Wells Fargo in Q1 2014 and held it in 6 quarters.
Advisory Research's Wells Fargo position peaked at $25.5M in Q4 2017.
2,009 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2018.

Based on Advisory Research's 13F filing for Q1 2018, filed 15 May 2018.