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BB&T Investment Services’s Wells Fargo WFC Stock Holding History

BB&T Investment 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
2017
Q4 		$1.12M Buy
18,752
+5,299
+39% +$299K 0.19% 123
2017
Q3 		$736K Buy
13,453
+2,303
+21% +$122K 0.15% 141
2017
Q2 		$615K Buy
11,150
+6,572
+144% +$352K 0.15% 130
2017
Q1 		$253K Buy
4,578
+921
+25% +$52.3K 0.1% 175
2016
Q4 		$203K Buy
+3,657
New +$184K 0.15% 150

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BB&T Investment Services's WFC Position: Q4 2017 in Review

BB&T Investment Services increased its Wells Fargo (WFC) stake by 39% in Q4 2017, buying an estimated $299K and bringing the position to 18,752 shares worth $1.12M. The position accounts for 0.19% of the portfolio, ranked #123.

BB&T Investment Services first reported a position in WFC in Q4 2016 and has held it in 5 quarters since. 2,053 funds tracked by Wall St. Rank hold WFC as of Q4 2017.

  • BB&T Investment Services held 18,752 shares of Wells Fargo worth $1.12M as of Q4 2017.
  • BB&T Investment Services bought 5,299 Wells Fargo shares in Q4 2017, an estimated $299K.
  • Wells Fargo made up 0.19% of BB&T Investment Services's portfolio in Q4 2017, its #123 holding.
  • BB&T Investment Services first reported a position in Wells Fargo in Q4 2016 and has held it in 5 quarters since.
  • 2,053 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.