AlphaOne Investment Services’s Wells Fargo WFC Stock Holding History

AlphaOne Investment Services’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	-18,900	Closed	-$913K	–	212
2019 Q1	$913K	Buy	+18,900	New	+$930K	0.55%	72
2018 Q3	–	Sell	-27,500	Closed	-$1.52M	–	233
2018 Q2	$1.52M	Buy	27,500 +26,765	+3,641%	+$1.43M	0.44%	73
2018 Q1	$39K	Buy	735 +5	+0.7%	+$297	0.01%	321
2017 Q4	$44K	Sell	730 -1,974	-73%	-$111K	0.01%	213
2017 Q3	$149K	Buy	+2,704	New	+$144K	0.04%	113

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

AlphaOne Investment Services's WFC Position: Q2 2019 in Review

AlphaOne Investment Services sold out of Wells Fargo (WFC) in Q2 2019, closing a stake of 18,900 shares — an estimated $913K sold.

AlphaOne Investment Services first reported a position in WFC in Q3 2017 and held it in 5 quarters. The position peaked at $1.52M in Q2 2018. 1,954 funds tracked by Wall St. Rank hold WFC as of Q2 2019.

AlphaOne Investment Services reported no remaining Wells Fargo position as of Q2 2019 after selling out during the quarter.
AlphaOne Investment Services sold 18,900 Wells Fargo shares in Q2 2019, an estimated $913K.
AlphaOne Investment Services first reported a position in Wells Fargo in Q3 2017 and held it in 5 quarters.
AlphaOne Investment Services's Wells Fargo position peaked at $1.52M in Q2 2018.
1,954 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2019.

Based on AlphaOne Investment Services's 13F filing for Q2 2019, filed 13 Aug 2019.