Baskin Financial Services’s Wells Fargo WFC Stock Holding History

Baskin Financial Services’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 Q2	–	Sell	-1,200	Closed	-$63K	–	53
2018 Q1	$63K	Sell	1,200 -5,339	-82%	-$317K	0.01%	51
2017 Q4	$397K	Hold	6,539	–	–	0.08%	45
2017 Q3	$361K	Sell	6,539 -200	-3%	-$10.6K	0.07%	46
2017 Q2	$373K	Hold	6,739	–	–	0.08%	44
2017 Q1	$376K	Hold	6,739	–	–	0.08%	43
2016 Q4	$371K	Buy	6,739 +1,200	+22%	+$60.3K	0.09%	43
2016 Q3	$245K	Sell	5,539 -420	-7%	-$20.1K	0.06%	42
2016 Q2	$282K	Sell	5,959 -370	-6%	-$18K	0.08%	41
2016 Q1	$306K	Sell	6,329 -175	-3%	-$8.57K	0.09%	41
2015 Q4	$353K	Buy	6,504 +175	+3%	+$9.5K	0.11%	40
2015 Q3	$325K	Hold	6,329	–	–	0.11%	38
2015 Q2	$356K	Hold	6,329	–	–	0.11%	38
2015 Q1	$344K	Hold	6,329	–	–	0.12%	38
2014 Q4	$347K	Hold	6,329	–	–	0.11%	39
2014 Q3	$328K	Buy	+6,329	New	+$326K	0.11%	38

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Baskin Financial Services's WFC Position: Q2 2018 in Review

Baskin Financial Services sold out of Wells Fargo (WFC) in Q2 2018, closing a stake of 1,200 shares — an estimated $63K sold.

Baskin Financial Services first reported a position in WFC in Q3 2014 and held it in 15 quarters. The position peaked at $397K in Q4 2017. 1,979 funds tracked by Wall St. Rank hold WFC as of Q2 2018.

Baskin Financial Services reported no remaining Wells Fargo position as of Q2 2018 after selling out during the quarter.
Baskin Financial Services sold 1,200 Wells Fargo shares in Q2 2018, an estimated $63K.
Baskin Financial Services first reported a position in Wells Fargo in Q3 2014 and held it in 15 quarters.
Baskin Financial Services's Wells Fargo position peaked at $397K in Q4 2017.
1,979 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2018.

Based on Baskin Financial Services's 13F filing for Q2 2018, filed 3 Aug 2018.