Aldebaran Financial’s Wells Fargo WFC Stock Holding History

Aldebaran Financial’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
2019 Q2	–	Sell	-4,181	Closed	-$202K	–	101
2019 Q1	$202K	Buy	+4,181	New	+$206K	0.14%	98
2018 Q4	–	Sell	-4,181	Closed	-$220K	–	101
2018 Q3	$220K	Hold	4,181	–	–	0.14%	94
2018 Q2	$232K	Sell	4,181 -658	-14%	-$35.3K	0.16%	90
2018 Q1	$254K	Sell	4,839 -601	-11%	-$35.7K	0.17%	90
2017 Q4	$330K	Buy	5,440 +131	+2%	+$7.4K	0.22%	81
2017 Q3	$293K	Hold	5,309	–	–	0.2%	83
2017 Q2	$294K	Buy	5,309 +423	+9%	+$22.7K	0.21%	83
2017 Q1	$272K	Sell	4,886 -392	-7%	-$22.2K	0.21%	83
2016 Q4	$291K	Buy	5,278 +392	+8%	+$19.7K	0.23%	84
2016 Q3	$216K	Sell	4,886 -200	-4%	-$9.57K	0.17%	92
2016 Q2	$243K	Hold	5,086	–	–	0.2%	91
2016 Q1	$246K	Hold	5,086	–	–	0.21%	88
2015 Q4	$269K	Hold	5,086	–	–	0.25%	79
2015 Q3	$261K	Sell	5,086 -330	-6%	-$18.1K	0.25%	80
2015 Q2	$305K	Sell	5,416 -300	-5%	-$16.7K	0.26%	81
2015 Q1	$311K	Sell	5,716 -332	-5%	-$17.9K	0.27%	84
2014 Q4	$332K	Buy	6,048 +300	+5%	+$15.9K	0.29%	88
2014 Q3	$298K	Sell	5,748 -1,600	-22%	-$82.3K	0.27%	90
2014 Q2	$386K	Sell	7,348 -518	-7%	-$26K	0.3%	89
2014 Q1	$391K	Buy	7,866 +2,706	+52%	+$126K	0.34%	87
2013 Q4	$234K	Buy	+5,160	New	+$223K	0.22%	103

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Aldebaran Financial's WFC Position: Q2 2019 in Review

Aldebaran Financial sold out of Wells Fargo (WFC) in Q2 2019, closing a stake of 4,181 shares — an estimated $202K sold.

Aldebaran Financial first reported a position in WFC in Q4 2013 and held it in 21 quarters. The position peaked at $391K in Q1 2014. 1,954 funds tracked by Wall St. Rank hold WFC as of Q2 2019.

Aldebaran Financial reported no remaining Wells Fargo position as of Q2 2019 after selling out during the quarter.
Aldebaran Financial sold 4,181 Wells Fargo shares in Q2 2019, an estimated $202K.
Aldebaran Financial first reported a position in Wells Fargo in Q4 2013 and held it in 21 quarters.
Aldebaran Financial's Wells Fargo position peaked at $391K in Q1 2014.
1,954 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2019.

Based on Aldebaran Financial's 13F filing for Q2 2019, filed 14 Aug 2019.