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Bach Option’s Wells Fargo WFC Stock Holding History

Bach Option’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
2016
Q4 		– Sell
-4,618
Closed -$232K – 200
2016
Q3 		$204K Sell
4,618
-2,040
-31% -$97.6K 0.09% 149
2016
Q2 		$315K Sell
6,658
-1,055
-14% -$51.4K 0.13% 145
2016
Q1 		$373K Buy
+7,713
New +$378K 0.22% 99

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bach Option's WFC Position: Q4 2016 in Review

Bach Option sold out of Wells Fargo (WFC) in Q4 2016, closing a stake of 4,618 shares — an estimated $232K sold.

Bach Option first reported a position in WFC in Q1 2016 and held it in 3 quarters. The position peaked at $373K in Q1 2016. 1,946 funds tracked by Wall St. Rank hold WFC as of Q4 2016.

  • Bach Option reported no remaining Wells Fargo position as of Q4 2016 after selling out during the quarter.
  • Bach Option sold 4,618 Wells Fargo shares in Q4 2016, an estimated $232K.
  • Bach Option first reported a position in Wells Fargo in Q1 2016 and held it in 3 quarters.
  • Bach Option's Wells Fargo position peaked at $373K in Q1 2016.
  • 1,946 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2016.

Based on Bach Option's 13F filing for Q4 2016, filed 13 Jan 2017.