BancorpSouth’s Wells Fargo WFC Stock Holding History

BancorpSouth’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	$3.3M	Sell	59,874 -499	-0.8%	-$26.5K	0.33%	42
2017 Q2	$3.35M	Buy	60,373 +1,668	+3%	+$89.4K	0.34%	39
2017 Q1	$3.27M	Buy	58,705 +1,477	+3%	+$83.8K	0.34%	40
2016 Q4	$3.15M	Buy	57,228 +4,852	+9%	+$244K	0.35%	38
2016 Q3	$2.32M	Buy	52,376 +2,828	+6%	+$135K	0.25%	54
2016 Q2	$2.35M	Buy	49,548 +1,070	+2%	+$52.2K	0.26%	51
2016 Q1	$2.34M	Buy	48,478 +3,168	+7%	+$155K	0.28%	49
2015 Q4	$2.46M	Buy	45,310 +3,774	+9%	+$205K	0.3%	42
2015 Q3	$2.13M	Buy	41,536 +3,018	+8%	+$166K	0.27%	47
2015 Q2	$2.17M	Buy	38,518 +4,203	+12%	+$234K	0.24%	50
2015 Q1	$1.87M	Buy	34,315 +4,921	+17%	+$266K	0.2%	50
2014 Q4	$1.61M	Buy	29,394 +1,953	+7%	+$103K	0.18%	53
2014 Q3	$1.42M	Buy	27,441 +3,191	+13%	+$164K	0.15%	62
2014 Q2	$1.27M	Buy	24,250 +4,356	+22%	+$219K	0.13%	66
2014 Q1	$990K	Buy	+19,894	New	+$927K	0.11%	79

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BancorpSouth's WFC Position: Q3 2017 in Review

BancorpSouth reduced its Wells Fargo (WFC) stake by 0.83% in Q3 2017, selling an estimated $26.5K and leaving 59,874 shares worth $3.3M. The position accounts for 0.33% of the portfolio, ranked #42.

BancorpSouth first reported a position in WFC in Q1 2014 and has held it in 15 quarters since. The position peaked at $3.35M in Q2 2017. 1,865 funds tracked by Wall St. Rank hold WFC as of Q3 2017.

BancorpSouth held 59,874 shares of Wells Fargo worth $3.3M as of Q3 2017.
BancorpSouth sold 499 Wells Fargo shares in Q3 2017, an estimated $26.5K.
Wells Fargo made up 0.33% of BancorpSouth's portfolio in Q3 2017, its #42 holding.
BancorpSouth first reported a position in Wells Fargo in Q1 2014 and has held it in 15 quarters since.
BancorpSouth's Wells Fargo position peaked at $3.35M in Q2 2017.
1,865 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2017.

Based on BancorpSouth's 13F filing for Q3 2017, filed 14 Nov 2017.