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
2018 Q3	–	Sell	-10,000	Closed	-$554K	–	128
2018 Q2	$554K	Buy	+10,000	New	+$536K	0.26%	59
2017 Q1	–	Sell	-12,000	Closed	-$661K	–	175
2016 Q4	$661K	Hold	12,000	–	–	0.3%	111
2016 Q3	$531K	Sell	12,000 -7,000	-37%	-$335K	0.25%	108
2016 Q2	$899K	Buy	19,000 +6,000	+46%	+$293K	0.36%	66
2016 Q1	$629K	Buy	13,000 +3,000	+30%	+$147K	0.38%	71
2015 Q4	$544K	Buy	+10,000	New	+$543K	0.52%	30

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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.