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Biegel & Waller’s Wells Fargo WFC Stock Holding History

Biegel & Waller’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
Q4 		– Sell
-4,208
Closed -$221K – 83
2018
Q3 		$221K Hold
4,208
– – 0.13% 69
2018
Q2 		$233K Sell
4,208
-500
-11% -$26.8K 0.15% 61
2018
Q1 		$247K Hold
4,708
– – 0.16% 43
2017
Q4 		$286K Buy
+4,708
New +$266K 0.17% 43
2017
Q3 		– Sell
-3,873
Closed -$215K – 66
2017
Q2 		$215K Sell
3,873
-900
-19% -$48.2K 0.13% 50
2017
Q1 		$266K Sell
4,773
-100
-2% -$5.67K 0.18% 36
2016
Q4 		$279K Buy
+4,873
New +$245K 0.19% 33

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 $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Biegel & Waller's WFC Position: Q4 2018 in Review

Biegel & Waller sold out of Wells Fargo (WFC) in Q4 2018, closing a stake of 4,208 shares — an estimated $221K sold.

Biegel & Waller first reported a position in WFC in Q4 2016 and held it in 7 quarters. The position peaked at $286K in Q4 2017. 2,008 funds tracked by Wall St. Rank hold WFC as of Q4 2018.

  • Biegel & Waller reported no remaining Wells Fargo position as of Q4 2018 after selling out during the quarter.
  • Biegel & Waller sold 4,208 Wells Fargo shares in Q4 2018, an estimated $221K.
  • Biegel & Waller first reported a position in Wells Fargo in Q4 2016 and held it in 7 quarters.
  • Biegel & Waller's Wells Fargo position peaked at $286K in Q4 2017.
  • 2,008 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2018.

Based on Biegel & Waller's 13F filing for Q4 2018, filed 31 Jan 2019.