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Agran Libbie’s Wells Fargo WFC Stock Holding History

Agran Libbie’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
Q1 		$3.91M Sell
70,247
-6,534
-9% -$371K 0.92% 40
2016
Q4 		$4.23M Sell
76,781
-215
-0.3% -$10.8K 1.02% 39
2016
Q3 		$3.41M Buy
76,996
+970
+1% +$46.4K 0.97% 34
2016
Q2 		$3.6M Buy
76,026
+7,434
+11% +$362K 0.9% 39
2016
Q1 		$3.32M Buy
68,592
+12,121
+21% +$593K 0.85% 39
2015
Q4 		$3.07M Buy
56,471
+3,144
+6% +$171K 0.81% 37
2015
Q3 		$2.74M Buy
53,327
+9,860
+23% +$542K 0.76% 44
2015
Q2 		$2.44M Buy
43,467
+4,735
+12% +$264K 0.64% 48
2015
Q1 		$2.11M Buy
38,732
+1,352
+4% +$73.1K 0.5% 57
2014
Q4 		$2.05M Buy
37,380
+1,520
+4% +$80.5K 0.49% 59
2014
Q3 		$1.86M Buy
35,860
+1,702
+5% +$87.5K 0.45% 61
2014
Q2 		$1.79M Buy
34,158
+470
+1% +$23.6K 0.46% 60
2014
Q1 		$1.68M Buy
33,688
+239
+0.7% +$11.1K 0.45% 62
2013
Q4 		$1.52M Buy
33,449
+3,605
+12% +$156K 0.4% 66
2013
Q3 		$1.23M Buy
29,844
+2,696
+10% +$115K 0.36% 64
2013
Q2 		$1.12M Buy
+27,148
New +$1.06M 0.32% 67

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Agran Libbie's WFC Position: Q1 2017 in Review

Agran Libbie reduced its Wells Fargo (WFC) stake by 8.5% in Q1 2017, selling an estimated $371K and leaving 70,247 shares worth $3.91M. The position accounts for 0.92% of the portfolio, ranked #40.

Agran Libbie first reported a position in WFC in Q2 2013 and has held it in 16 quarters since. The position peaked at $4.23M in Q4 2016. 1,928 funds tracked by Wall St. Rank hold WFC as of Q1 2017.

  • Agran Libbie held 70,247 shares of Wells Fargo worth $3.91M as of Q1 2017.
  • Agran Libbie sold 6,534 Wells Fargo shares in Q1 2017, an estimated $371K.
  • Wells Fargo made up 0.92% of Agran Libbie's portfolio in Q1 2017, its #40 holding.
  • Agran Libbie first reported a position in Wells Fargo in Q2 2013 and has held it in 16 quarters since.
  • Agran Libbie's Wells Fargo position peaked at $4.23M in Q4 2016.
  • 1,928 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2017.

Based on Agran Libbie's 13F filing for Q1 2017, filed 27 Apr 2017.