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Bigelow Investment Advisors’s Wells Fargo WFC Stock Holding History

Bigelow Investment Advisors’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
Q1 		– Sell
-4,693
Closed -$285K – 151
2017
Q4 		$285K Buy
+4,693
New +$265K 0.28% 87

Other funds holding WFC

Berkshire Hathaway
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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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bigelow Investment Advisors's WFC Position: Q1 2018 in Review

Bigelow Investment Advisors sold out of Wells Fargo (WFC) in Q1 2018, closing a stake of 4,693 shares — an estimated $285K sold.

Bigelow Investment Advisors first reported a position in WFC in Q4 2017 and held it in 1 quarter. The position peaked at $285K in Q4 2017. 2,010 funds tracked by Wall St. Rank hold WFC as of Q1 2018.

  • Bigelow Investment Advisors reported no remaining Wells Fargo position as of Q1 2018 after selling out during the quarter.
  • Bigelow Investment Advisors sold 4,693 Wells Fargo shares in Q1 2018, an estimated $285K.
  • Bigelow Investment Advisors first reported a position in Wells Fargo in Q4 2017 and held it in 1 quarter.
  • Bigelow Investment Advisors's Wells Fargo position peaked at $285K in Q4 2017.
  • 2,010 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2018.

Based on Bigelow Investment Advisors's 13F filing for Q1 2018, filed 19 Apr 2018.