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Aurora Financial Advisors’s Wells Fargo WFC Stock Holding History

Aurora Financial 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
2017
Q4 		$1M Buy
+16,557
New +$935K 0.72% 41

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Aurora Financial Advisors's WFC Position: Q4 2017 in Review

Aurora Financial Advisors opened a new position in Wells Fargo (WFC) in Q4 2017: 16,557 shares worth $1M. The stake represents 0.72% of the portfolio and ranks #41 among its holdings.

2,054 funds tracked by Wall St. Rank hold WFC as of Q4 2017.

  • Aurora Financial Advisors held 16,557 shares of Wells Fargo worth $1M as of Q4 2017.
  • Wells Fargo was a new Aurora Financial Advisors position in Q4 2017.
  • Wells Fargo made up 0.72% of Aurora Financial Advisors's portfolio in Q4 2017, its #41 holding.
  • 2,054 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2017.

Based on Aurora Financial Advisors's 13F filing for Q4 2017, filed 16 Mar 2018.