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Ballew Advisors’s Wells Fargo WFC Stock Holding History

Ballew 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
2018
Q4 		– Sell
-1,356
Closed -$70K – 437
2018
Q3 		$70K Buy
1,356
+157
+13% +$8.96K 0.06% 136
2018
Q2 		$66K Sell
1,199
-43
-3% -$2.3K 0.07% 136
2018
Q1 		$65K Buy
+1,242
New +$73.8K 0.06% 141

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Ballew Advisors's WFC Position: Q4 2018 in Review

Ballew Advisors sold out of Wells Fargo (WFC) in Q4 2018, closing a stake of 1,356 shares — an estimated $70K sold.

Ballew Advisors first reported a position in WFC in Q1 2018 and held it in 3 quarters. The position peaked at $70K in Q3 2018. 2,006 funds tracked by Wall St. Rank hold WFC as of Q4 2018.

  • Ballew Advisors reported no remaining Wells Fargo position as of Q4 2018 after selling out during the quarter.
  • Ballew Advisors sold 1,356 Wells Fargo shares in Q4 2018, an estimated $70K.
  • Ballew Advisors first reported a position in Wells Fargo in Q1 2018 and held it in 3 quarters.
  • Ballew Advisors's Wells Fargo position peaked at $70K in Q3 2018.
  • 2,006 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.