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Arthur Zaske & Associates’s Wells Fargo WFC Stock Holding History

Arthur Zaske & Associates’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
2017
Q4 		$517K Hold
8,520
– – 0.56% 22
2017
Q3 		$470K Hold
8,520
– – 0.5% 28
2017
Q2 		$472K Hold
8,520
– – 0.42% 25
2017
Q1 		$474K Sell
8,520
-2,495
-23% -$142K 0.34% 22
2016
Q4 		$607K Buy
+11,015
New +$554K 0.44% 27

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arthur Zaske & Associates's WFC Position: Q4 2017 in Review

Arthur Zaske & Associates held its Wells Fargo (WFC) position steady in Q4 2017 at 8,520 shares worth $517K. The position accounts for 0.56% of the portfolio, ranked #22.

Arthur Zaske & Associates first reported a position in WFC in Q4 2016 and has held it in 5 quarters since. The position peaked at $607K in Q4 2016. 2,053 funds tracked by Wall St. Rank hold WFC as of Q4 2017.

  • Arthur Zaske & Associates held 8,520 shares of Wells Fargo worth $517K as of Q4 2017.
  • Arthur Zaske & Associates left its Wells Fargo share count unchanged in Q4 2017.
  • Wells Fargo made up 0.56% of Arthur Zaske & Associates's portfolio in Q4 2017, its #22 holding.
  • Arthur Zaske & Associates first reported a position in Wells Fargo in Q4 2016 and has held it in 5 quarters since.
  • Arthur Zaske & Associates's Wells Fargo position peaked at $607K in Q4 2016.
  • 2,053 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2017.

Based on Arthur Zaske & Associates's 13F filing for Q4 2017, filed 14 Feb 2018.