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American Investment Services’s Wells Fargo WFC Stock Holding History

American 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
2018
Q1 		– Sell
-4,076
Closed -$247K – 120
2017
Q4 		$247K Buy
4,076
+14
+0.3% +$791 0.09% 99
2017
Q3 		$224K Buy
4,062
+15
+0.4% +$797 0.09% 105
2017
Q2 		$224K Buy
+4,047
New +$217K 0.09% 105

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

American Investment Services's WFC Position: Q1 2018 in Review

American Investment Services sold out of Wells Fargo (WFC) in Q1 2018, closing a stake of 4,076 shares — an estimated $247K sold.

American Investment Services first reported a position in WFC in Q2 2017 and held it in 3 quarters. The position peaked at $247K in Q4 2017. 2,010 funds tracked by Wall St. Rank hold WFC as of Q1 2018.

  • American Investment Services reported no remaining Wells Fargo position as of Q1 2018 after selling out during the quarter.
  • American Investment Services sold 4,076 Wells Fargo shares in Q1 2018, an estimated $247K.
  • American Investment Services first reported a position in Wells Fargo in Q2 2017 and held it in 3 quarters.
  • American Investment Services's Wells Fargo position peaked at $247K in Q4 2017.
  • 2,010 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2018.

Based on American Investment Services's 13F filing for Q1 2018, filed 13 Apr 2018.