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Bellwether Investment Group’s Wells Fargo WFC Stock Holding History

Bellwether Investment Group’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
Q2 		– Sell
-958
Closed -$53K – 615
2017
Q1 		$53K Sell
958
-4,235
-82% -$240K 0.14% 138
2016
Q4 		$286K Buy
+5,193
New +$261K 0.26% 103
2016
Q2 		$186K Buy
+3,935
New +$192K 0.2% 127

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bellwether Investment Group's WFC Position: Q2 2017 in Review

Bellwether Investment Group sold out of Wells Fargo (WFC) in Q2 2017, closing a stake of 958 shares — an estimated $53K sold.

Bellwether Investment Group first reported a position in WFC in Q2 2016 and held it in 3 quarters. The position peaked at $286K in Q4 2016. 1,913 funds tracked by Wall St. Rank hold WFC as of Q2 2017.

  • Bellwether Investment Group reported no remaining Wells Fargo position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 958 Wells Fargo shares in Q2 2017, an estimated $53K.
  • Bellwether Investment Group first reported a position in Wells Fargo in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Wells Fargo position peaked at $286K in Q4 2016.
  • 1,913 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.