AHL Partners’s Wells Fargo WFC Stock Holding History

AHL Partners’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	$2.58M	Buy	+42,574	New	+$2.4M	0.04%	658
2016 Q1	–	Sell	-4,183	Closed	-$227K	–	838
2015 Q4	$227K	Buy	+4,183	New	+$227K	0.02%	674
2015 Q1	–	Sell	-15,764	Closed	-$865K	–	849
2014 Q4	$865K	Buy	+15,764	New	+$835K	0.04%	607

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

AHL Partners's WFC Position: Q4 2017 in Review

AHL Partners opened a new position in Wells Fargo (WFC) in Q4 2017: 42,574 shares worth $2.58M. The stake represents 0.04% of the portfolio and ranks #658 among its holdings. This is a return to the name: AHL Partners previously reported a position in WFC as recently as Q4 2015.

AHL Partners first reported a position in WFC in Q4 2014 and has held it in 3 quarters since. 2,053 funds tracked by Wall St. Rank hold WFC as of Q4 2017.

AHL Partners held 42,574 shares of Wells Fargo worth $2.58M as of Q4 2017.
Wells Fargo was a new AHL Partners position in Q4 2017.
Wells Fargo made up 0.04% of AHL Partners's portfolio in Q4 2017, its #658 holding.
AHL Partners first reported a position in Wells Fargo in Q4 2014 and has held it in 3 quarters since.
2,053 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2017.

Based on AHL Partners's 13F filing for Q4 2017, filed 14 Feb 2018.