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AFAM Capital’s Wells Fargo WFC Stock Holding History

AFAM Capital’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
Q3 		$5.3M Buy
100,872
+1,610
+2% +$91.9K 0.74% 57
2018
Q2 		$5.5M Sell
99,262
-4,089
-4% -$219K 0.8% 45
2018
Q1 		$5.42M Buy
103,351
+1,073
+1% +$63.7K 0.6% 76
2017
Q4 		$6.21M Sell
102,278
-368
-0.4% -$20.8K 0.68% 59
2017
Q3 		$5.66M Buy
102,646
+568
+0.6% +$30.2K 0.68% 59
2017
Q2 		$5.66M Buy
102,078
+3,591
+4% +$192K 0.72% 56
2017
Q1 		$5.48M Sell
98,487
-8,645
-8% -$491K 0.76% 55
2016
Q4 		$5.9M Sell
107,132
-887
-0.8% -$44.6K 0.89% 37
2016
Q3 		$4.78M Sell
108,019
-1,576
-1% -$75.4K 0.76% 54
2016
Q2 		$5.19M Sell
109,595
-463
-0.4% -$22.6K 0.86% 42
2016
Q1 		$5.32M Sell
110,058
-4,716
-4% -$231K 0.87% 42
2015
Q4 		$6.24M Sell
114,774
-1,019
-0.9% -$55.3K 0.97% 34
2015
Q3 		$5.95M Buy
115,793
+988
+0.9% +$54.3K 0.91% 42
2015
Q2 		$6.46M Buy
114,805
+1,122
+1% +$62.6K 0.86% 43
2015
Q1 		$6.18M Sell
113,683
-3,744
-3% -$202K 0.8% 52
2014
Q4 		$6.44M Buy
117,427
+522
+0.4% +$27.6K 0.82% 45
2014
Q3 		$6.06M Sell
116,905
-2,465
-2% -$127K 0.77% 51
2014
Q2 		$6.27M Buy
119,370
+1,836
+2% +$92.3K 0.79% 47
2014
Q1 		$5.85M Buy
117,534
+2,022
+2% +$94.2K 0.79% 50
2013
Q4 		$5.24M Buy
115,512
+1,206
+1% +$52.1K 0.71% 66
2013
Q3 		$4.72M Buy
114,306
+1,360
+1% +$58.1K 0.65% 69
2013
Q2 		$4.66M Buy
+112,946
New +$4.4M 0.65% 65

Other funds holding WFC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AFAM Capital's WFC Position: Q3 2018 in Review

AFAM Capital increased its Wells Fargo (WFC) stake by 1.6% in Q3 2018, buying an estimated $91.9K and bringing the position to 100,872 shares worth $5.3M. The position accounts for 0.74% of the portfolio, ranked #57.

AFAM Capital first reported a position in WFC in Q2 2013 and has held it in 22 quarters since. The position peaked at $6.46M in Q2 2015. 1,973 funds tracked by Wall St. Rank hold WFC as of Q3 2018.

  • AFAM Capital held 100,872 shares of Wells Fargo worth $5.3M as of Q3 2018.
  • AFAM Capital bought 1,610 Wells Fargo shares in Q3 2018, an estimated $91.9K.
  • Wells Fargo made up 0.74% of AFAM Capital's portfolio in Q3 2018, its #57 holding.
  • AFAM Capital first reported a position in Wells Fargo in Q2 2013 and has held it in 22 quarters since.
  • AFAM Capital's Wells Fargo position peaked at $6.46M in Q2 2015.
  • 1,973 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2018.

Based on AFAM Capital's 13F filing for Q3 2018, filed 14 Nov 2018.