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American Trust Investment Advisors’s Wells Fargo WFC Stock Holding History

American Trust Investment Advisors’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
Q4 		– Sell
-49,532
Closed -$2.6M – 81
2018
Q3 		$2.6M Buy
49,532
+165
+0.3% +$9.42K 2.03% 18
2018
Q2 		$2.74M Buy
49,367
+292
+0.6% +$15.6K 2.24% 16
2018
Q1 		$2.57M Buy
+49,075
New +$2.92M 2.05% 18

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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

American Trust Investment Advisors's WFC Position: Q4 2018 in Review

American Trust Investment Advisors sold out of Wells Fargo (WFC) in Q4 2018, closing a stake of 49,532 shares — an estimated $2.6M sold.

American Trust Investment Advisors first reported a position in WFC in Q1 2018 and held it in 3 quarters. The position peaked at $2.74M in Q2 2018. 2,007 funds tracked by Wall St. Rank hold WFC as of Q4 2018.

  • American Trust Investment Advisors reported no remaining Wells Fargo position as of Q4 2018 after selling out during the quarter.
  • American Trust Investment Advisors sold 49,532 Wells Fargo shares in Q4 2018, an estimated $2.6M.
  • American Trust Investment Advisors first reported a position in Wells Fargo in Q1 2018 and held it in 3 quarters.
  • American Trust Investment Advisors's Wells Fargo position peaked at $2.74M in Q2 2018.
  • 2,007 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2018.

Based on American Trust Investment Advisors's 13F filing for Q4 2018, filed 16 Jan 2019.