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Allen Investment Management’s Wells Fargo WFC Stock Holding History

Allen Investment Management’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
Q4 		– Sell
-4,450
Closed -$224K – 189
2019
Q3 		$224K Hold
4,450
– – 0.01% 186
2019
Q2 		$211K Sell
4,450
-48
-1% -$2.25K 0.01% 195
2019
Q1 		$217K Buy
+4,498
New +$221K 0.01% 188
2018
Q1 		– Sell
-8,770
Closed -$532K – 180
2017
Q4 		$532K Hold
8,770
– – 0.02% 128
2017
Q3 		$484K Buy
+8,770
New +$466K 0.02% 150
2017
Q2 		– Sell
-4,507
Closed -$251K – 229
2017
Q1 		$251K Sell
4,507
-4,350
-49% -$247K 0.01% 203
2016
Q4 		$488K Hold
8,857
– – 0.03% 146
2016
Q3 		$392K Hold
8,857
– – 0.03% 160
2016
Q2 		$419K Sell
8,857
-15,431
-64% -$752K 0.03% 147
2016
Q1 		$1.18M Buy
24,288
+2,198
+10% +$108K 0.09% 78
2015
Q4 		$1.2M Sell
22,090
-5,009
-18% -$272K 0.1% 75
2015
Q3 		$1.39M Buy
27,099
+612
+2% +$33.7K 0.13% 81
2015
Q2 		$1.49M Buy
26,487
+10,387
+65% +$579K 0.14% 76
2015
Q1 		$876K Buy
16,100
+8,335
+107% +$450K 0.06% 102
2014
Q4 		$426K Sell
7,765
-1,020
-12% -$54K 0.03% 149
2014
Q3 		$456K Buy
+8,785
New +$452K 0.04% 133

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Allen Investment Management's WFC Position: Q4 2019 in Review

Allen Investment Management sold out of Wells Fargo (WFC) in Q4 2019, closing a stake of 4,450 shares — an estimated $224K sold.

Allen Investment Management first reported a position in WFC in Q3 2014 and held it in 16 quarters. The position peaked at $1.49M in Q2 2015. 2,094 funds tracked by Wall St. Rank hold WFC as of Q4 2019.

  • Allen Investment Management reported no remaining Wells Fargo position as of Q4 2019 after selling out during the quarter.
  • Allen Investment Management sold 4,450 Wells Fargo shares in Q4 2019, an estimated $224K.
  • Allen Investment Management first reported a position in Wells Fargo in Q3 2014 and held it in 16 quarters.
  • Allen Investment Management's Wells Fargo position peaked at $1.49M in Q2 2015.
  • 2,094 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2019.

Based on Allen Investment Management's 13F filing for Q4 2019, filed 4 Feb 2020.