Autus Asset Management’s Wells Fargo WFC Stock Holding History

Autus Asset Management’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	-4,452	Closed	-$215K	–	157
2019 Q1	$215K	Sell	4,452 -865	-16%	-$42.5K	0.04%	147
2018 Q4	$244K	Sell	5,317 -6,461	-55%	-$331K	0.05%	134
2018 Q3	$619K	Sell	11,778 -10,552	-47%	-$602K	0.1%	105
2018 Q2	$1.24M	Sell	22,330 -18,150	-45%	-$972K	0.22%	80
2018 Q1	$2.12M	Sell	40,480 -34,115	-46%	-$2.03M	0.38%	66
2017 Q4	$4.53M	Sell	74,595 -3,422	-4%	-$193K	0.83%	49
2017 Q3	$4.3M	Buy	78,017 +2,796	+4%	+$149K	0.83%	48
2017 Q2	$4.17M	Sell	75,221 -418	-0.6%	-$22.4K	0.84%	49
2017 Q1	$4.21M	Sell	75,639 -2,444	-3%	-$139K	0.88%	44
2016 Q4	$4.3M	Sell	78,083 -1,518	-2%	-$76.3K	0.95%	43
2016 Q3	$3.52M	Sell	79,601 -4,563	-5%	-$218K	0.79%	47
2016 Q2	$3.98M	Buy	84,164 +5,308	+7%	+$259K	0.91%	44
2016 Q1	$3.81M	Buy	78,856 +7,165	+10%	+$351K	0.93%	45
2015 Q4	$3.9M	Buy	71,691 +6,108	+9%	+$332K	0.99%	40
2015 Q3	$3.37M	Buy	65,583 +2,104	+3%	+$116K	1.03%	37
2015 Q2	$3.57M	Buy	63,479 +5,610	+10%	+$313K	1%	40
2015 Q1	$3.15M	Sell	57,869 -6,030	-9%	-$326K	0.87%	43
2014 Q4	$3.5M	Buy	63,899 +2,623	+4%	+$139K	1.1%	40
2014 Q3	$3.18M	Buy	61,276 +4,943	+9%	+$254K	1.07%	40
2014 Q2	$2.96M	Buy	56,333 +8,783	+18%	+$442K	1.02%	37
2014 Q1	$2.37M	Buy	47,550 +23,012	+94%	+$1.07M	0.9%	39
2013 Q4	$1.11M	Buy	24,538 +25	+0.1%	+$1.08K	0.44%	53
2013 Q3	$1.01M	Hold	24,513	–	–	0.43%	54
2013 Q2	$1.01M	Buy	+24,513	New	+$955K	0.46%	54

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Autus Asset Management's WFC Position: Q2 2019 in Review

Autus Asset Management sold out of Wells Fargo (WFC) in Q2 2019, closing a stake of 4,452 shares — an estimated $215K sold.

Autus Asset Management first reported a position in WFC in Q2 2013 and held it in 24 quarters. The position peaked at $4.53M in Q4 2017. 1,954 funds tracked by Wall St. Rank hold WFC as of Q2 2019.

Autus Asset Management reported no remaining Wells Fargo position as of Q2 2019 after selling out during the quarter.
Autus Asset Management sold 4,452 Wells Fargo shares in Q2 2019, an estimated $215K.
Autus Asset Management first reported a position in Wells Fargo in Q2 2013 and held it in 24 quarters.
Autus Asset Management's Wells Fargo position peaked at $4.53M in Q4 2017.
1,954 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2019.

Based on Autus Asset Management's 13F filing for Q2 2019, filed 15 Jul 2019.