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Baltimore Capital Management’s Wells Fargo WFC Stock Holding History

Baltimore Capital 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
2017
Q3 		– Sell
-3,750
Closed -$208K – 72
2017
Q2 		$208K Sell
3,750
-700
-16% -$37.5K 0.3% 66
2017
Q1 		$248K Buy
+4,450
New +$252K 0.33% 59

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Fidelity Investments
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Dodge & Cox
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Baltimore Capital Management's WFC Position: Q3 2017 in Review

Baltimore Capital Management sold out of Wells Fargo (WFC) in Q3 2017, closing a stake of 3,750 shares — an estimated $208K sold.

Baltimore Capital Management first reported a position in WFC in Q1 2017 and held it in 2 quarters. The position peaked at $248K in Q1 2017. 1,865 funds tracked by Wall St. Rank hold WFC as of Q3 2017.

  • Baltimore Capital Management reported no remaining Wells Fargo position as of Q3 2017 after selling out during the quarter.
  • Baltimore Capital Management sold 3,750 Wells Fargo shares in Q3 2017, an estimated $208K.
  • Baltimore Capital Management first reported a position in Wells Fargo in Q1 2017 and held it in 2 quarters.
  • Baltimore Capital Management's Wells Fargo position peaked at $248K in Q1 2017.
  • 1,865 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2017.

Based on Baltimore Capital Management's 13F filing for Q3 2017, filed 14 Nov 2017.