Barton Investment Management’s Wells Fargo WFC Stock Holding History

Barton Investment 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
2020 Q1	–	Sell	-3,900	Closed	-$210K	–	42
2019 Q4	$210K	Buy	+3,900	New	+$204K	0.03%	42
2019 Q3	–	Sell	-7,020	Closed	-$332K	–	40
2019 Q2	$332K	Sell	7,020 -725	-9%	-$33.9K	0.05%	38
2019 Q1	$374K	Hold	7,745	–	–	0.06%	37
2018 Q4	$357K	Hold	7,745	–	–	0.07%	37
2018 Q3	$407K	Hold	7,745	–	–	0.06%	35
2018 Q2	$429K	Hold	7,745	–	–	0.07%	34
2018 Q1	$406K	Sell	7,745 -675	-8%	-$40.1K	0.07%	35
2017 Q4	$511K	Hold	8,420	–	–	0.11%	34
2017 Q3	$464K	Hold	8,420	–	–	0.11%	34
2017 Q2	$467K	Sell	8,420 -180	-2%	-$9.64K	0.12%	33
2017 Q1	$478K	Hold	8,600	–	–	0.14%	34
2016 Q4	$473K	Hold	8,600	–	–	0.16%	30
2016 Q3	$380K	Sell	8,600 -875	-9%	-$41.9K	0.13%	35
2016 Q2	$448K	Sell	9,475 -2,551	-21%	-$124K	0.16%	34
2016 Q1	$581K	Buy	12,026 +2,551	+27%	+$125K	0.16%	32
2015 Q4	$515K	Hold	9,475	–	–	0.17%	29
2015 Q3	$486K	Hold	9,475	–	–	0.18%	32
2015 Q2	$533K	Hold	9,475	–	–	0.19%	34
2015 Q1	$515K	Hold	9,475	–	–	0.19%	33
2014 Q4	$519K	Hold	9,475	–	–	0.2%	33
2014 Q3	$491K	Hold	9,475	–	–	0.19%	34
2014 Q2	$498K	Hold	9,475	–	–	0.19%	33
2014 Q1	$471K	Hold	9,475	–	–	0.19%	34
2013 Q4	$430K	Hold	9,475	–	–	0.17%	39
2013 Q3	$392K	Hold	9,475	–	–	0.18%	39
2013 Q2	$391K	Buy	+9,475	New	+$369K	0.2%	40

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Barton Investment Management's WFC Position: Q1 2020 in Review

Barton Investment Management sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 3,900 shares — an estimated $210K sold.

Barton Investment Management first reported a position in WFC in Q2 2013 and held it in 26 quarters. The position peaked at $581K in Q1 2016. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

Barton Investment Management reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
Barton Investment Management sold 3,900 Wells Fargo shares in Q1 2020, an estimated $210K.
Barton Investment Management first reported a position in Wells Fargo in Q2 2013 and held it in 26 quarters.
Barton Investment Management's Wells Fargo position peaked at $581K in Q1 2016.
1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Barton Investment Management's 13F filing for Q1 2020, filed 30 Apr 2020.