Arlington Value Capital’s Wells Fargo WFC Stock Holding History

Arlington Value Capital’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	-220,004	Closed	-$13.3M	–	23
2017 Q4	$13.3M	Sell	220,004 -4,500	-2%	-$254K	1.26%	13
2017 Q3	$12.4M	Sell	224,504 -210,325	-48%	-$11.2M	1.24%	15
2017 Q2	$24.1M	Sell	434,829 -33,600	-7%	-$1.8M	2.76%	11
2017 Q1	$26.1M	Sell	468,429 -198,139	-30%	-$11.2M	3.72%	8
2016 Q4	$34.9M	Sell	666,568 -548,631	-45%	-$27.6M	4.8%	7
2016 Q3	$53.8M	Buy	1,215,199 +471,623	+63%	+$22.6M	6.24%	8
2016 Q2	$35.2M	Buy	+743,576	New	+$36.3M	3.9%	9

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arlington Value Capital's WFC Position: Q1 2018 in Review

Arlington Value Capital sold out of Wells Fargo (WFC) in Q1 2018, closing a stake of 220,004 shares — an estimated $13.3M sold.

Arlington Value Capital first reported a position in WFC in Q2 2016 and held it in 7 quarters. The position peaked at $53.8M in Q3 2016. 2,009 funds tracked by Wall St. Rank hold WFC as of Q1 2018.

Arlington Value Capital reported no remaining Wells Fargo position as of Q1 2018 after selling out during the quarter.
Arlington Value Capital sold 220,004 Wells Fargo shares in Q1 2018, an estimated $13.3M.
Arlington Value Capital first reported a position in Wells Fargo in Q2 2016 and held it in 7 quarters.
Arlington Value Capital's Wells Fargo position peaked at $53.8M in Q3 2016.
2,009 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2018.

Based on Arlington Value Capital's 13F filing for Q1 2018, filed 14 May 2018.