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Anchor Capital Advisors’s Wells Fargo WFC Stock Holding History

Anchor Capital 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
2019
Q2 		– Sell
-27,850
Closed -$1.35M – 255
2019
Q1 		$1.35M Sell
27,850
-252,203
-90% -$12.4M 0.03% 139
2018
Q4 		$12.9M Sell
280,053
-27,614
-9% -$1.41M 0.53% 87
2018
Q3 		$16.2M Sell
307,667
-8,687
-3% -$496K 0.59% 77
2018
Q2 		$17.5M Buy
316,354
+6,562
+2% +$352K 0.64% 69
2018
Q1 		$16.2M Buy
309,792
+2,122
+0.7% +$126K 0.57% 75
2017
Q4 		$18.7M Buy
307,670
+302,230
+5,556% +$17.1M 0.66% 71
2017
Q3 		$300K Sell
5,440
-840
-13% -$44.6K 0.01% 232
2017
Q2 		$348K Sell
6,280
-20,040
-76% -$1.07M 0.01% 223
2017
Q1 		$1.47M Sell
26,320
-150
-0.6% -$8.51K 0.05% 145
2016
Q4 		$1.46M Sell
26,470
-1,300
-5% -$65.4K 0.06% 146
2016
Q3 		$1.23M Hold
27,770
– – 0.04% 161
2016
Q2 		$1.31M Sell
27,770
-240
-0.9% -$11.7K 0.03% 151
2016
Q1 		$1.35M Sell
28,010
-1,265
-4% -$61.9K 0.03% 152
2015
Q4 		$1.59M Sell
29,275
-2,200
-7% -$119K 0.04% 157
2015
Q3 		$1.62M Sell
31,475
-50
-0.2% -$2.75K 0.04% 148
2015
Q2 		$1.77M Sell
31,525
-2,299
-7% -$128K 0.04% 154
2015
Q1 		$1.84M Sell
33,824
-180
-0.5% -$9.73K 0.04% 156
2014
Q4 		$1.86M Sell
34,004
-5,595
-14% -$296K 0.04% 160
2014
Q3 		$2.05M Sell
39,599
-13,182
-25% -$678K 0.04% 159
2014
Q2 		$2.77M Sell
52,781
-4,300
-8% -$216K 0.05% 145
2014
Q1 		$2.84M Sell
57,081
-6,759
-11% -$315K 0.06% 151
2013
Q4 		$2.9M Sell
63,840
-8,026
-11% -$347K 0.06% 146
2013
Q3 		$2.97M Sell
71,866
-111,852
-61% -$4.77M 0.06% 142
2013
Q2 		$7.58M Buy
+183,718
New +$7.16M 0.16% 101

Other funds holding WFC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Anchor Capital Advisors's WFC Position: Q2 2019 in Review

Anchor Capital Advisors sold out of Wells Fargo (WFC) in Q2 2019, closing a stake of 27,850 shares — an estimated $1.35M sold.

Anchor Capital Advisors first reported a position in WFC in Q2 2013 and held it in 24 quarters. The position peaked at $18.7M in Q4 2017. 1,954 funds tracked by Wall St. Rank hold WFC as of Q2 2019.

  • Anchor Capital Advisors reported no remaining Wells Fargo position as of Q2 2019 after selling out during the quarter.
  • Anchor Capital Advisors sold 27,850 Wells Fargo shares in Q2 2019, an estimated $1.35M.
  • Anchor Capital Advisors first reported a position in Wells Fargo in Q2 2013 and held it in 24 quarters.
  • Anchor Capital Advisors's Wells Fargo position peaked at $18.7M in Q4 2017.
  • 1,954 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2019.

Based on Anchor Capital Advisors's 13F filing for Q2 2019, filed 1 Aug 2019.