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BB&T Securities’s Wells Fargo WFC Stock Holding History

BB&T Securities’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
2019
Q3 		$59.7M Buy
1,183,684
+72,551
+7% +$3.42M 0.55% 41
2019
Q2 		$52.6M Buy
1,111,133
+44,766
+4% +$2.09M 0.48% 50
2019
Q1 		$51.5M Buy
1,066,367
+121,064
+13% +$5.95M 0.5% 43
2018
Q4 		$43.6M Sell
945,303
-72,357
-7% -$3.71M 0.48% 41
2018
Q3 		$53.5M Sell
1,017,660
-34,537
-3% -$1.97M 0.53% 35
2018
Q2 		$58.3M Sell
1,052,197
-7,478
-0.7% -$401K 0.62% 28
2018
Q1 		$55.5M Sell
1,059,675
-3,282
-0.3% -$195K 0.63% 29
2017
Q4 		$64.5M Sell
1,062,957
-3,223
-0.3% -$182K 0.84% 16
2017
Q3 		$58.8M Buy
1,066,180
+63,939
+6% +$3.4M 0.8% 17
2017
Q2 		$55.5M Sell
1,002,241
-359,358
-26% -$19.3M 0.81% 15
2017
Q1 		$75.8M Sell
1,361,599
-543,216
-29% -$30.8M 1.03% 12
2016
Q4 		$87.2M Sell
1,904,815
-6,178
-0.3% -$311K 1.27% 5
2016
Q3 		$84.6M Buy
1,910,993
+138,318
+8% +$6.62M 1.26% 6
2016
Q2 		$83.9M Buy
1,772,675
+82,703
+5% +$4.03M 1.3% 5
2016
Q1 		$81.7M Buy
1,689,972
+331,271
+24% +$16.2M 1.34% 4
2015
Q4 		$73.9M Buy
1,358,701
+24,912
+2% +$1.35M 1.55% 2
2015
Q3 		$68.5M Buy
1,333,789
+6,818
+0.5% +$375K 1.51% 2
2015
Q2 		$74.6M Buy
1,326,971
+42,184
+3% +$2.35M 1.58% 1
2015
Q1 		$69.9M Buy
1,284,787
+1,030,670
+406% +$55.7M 1.53% 3
2014
Q4 		$13.9M Buy
254,117
+13,572
+6% +$718K 0.31% 77
2014
Q3 		$12.5M Buy
240,545
+4,571
+2% +$235K 0.29% 83
2014
Q2 		$12.4M Buy
235,974
+18,789
+9% +$944K 0.3% 75
2014
Q1 		$10.8M Buy
217,185
+2,455
+1% +$114K 0.28% 80
2013
Q4 		$9.75M Buy
214,730
+1,236
+0.6% +$53.4K 0.27% 85
2013
Q3 		$8.82M Sell
213,494
-8,718
-4% -$372K 0.27% 85
2013
Q2 		$9.17M Buy
+222,212
New +$8.66M 0.3% 73

Other funds holding WFC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

BB&T Securities's WFC Position: Q3 2019 in Review

BB&T Securities increased its Wells Fargo (WFC) stake by 6.5% in Q3 2019, buying an estimated $3.42M and bringing the position to 1,183,684 shares worth $59.7M. The position accounts for 0.55% of the portfolio, ranked #41.

BB&T Securities first reported a position in WFC in Q2 2013 and has held it in 26 quarters since. The position peaked at $87.2M in Q4 2016. 1,939 funds tracked by Wall St. Rank hold WFC as of Q3 2019.

  • BB&T Securities held 1,183,684 shares of Wells Fargo worth $59.7M as of Q3 2019.
  • BB&T Securities bought 72,551 Wells Fargo shares in Q3 2019, an estimated $3.42M.
  • Wells Fargo made up 0.55% of BB&T Securities's portfolio in Q3 2019, its #41 holding.
  • BB&T Securities first reported a position in Wells Fargo in Q2 2013 and has held it in 26 quarters since.
  • BB&T Securities's Wells Fargo position peaked at $87.2M in Q4 2016.
  • 1,939 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2019.

Based on BB&T Securities's 13F filing for Q3 2019, filed 30 Oct 2019.