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BloombergSen’s Wells Fargo WFC Stock Holding History

BloombergSen’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
-330,000
Closed -$17.3M – 16
2018
Q3 		$17.3M Hold
330,000
– – 0.95% 14
2018
Q2 		$18.3M Hold
330,000
– – 1.19% 14
2018
Q1 		$17.3M Buy
+330,000
New +$19.6M 1.25% 13

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BloombergSen's WFC Position: Q1 2019 in Review

BloombergSen sold out of Wells Fargo (WFC) in Q1 2019, closing a stake of 804,566 shares — an estimated $37.1M sold.

BloombergSen first reported a position in WFC in Q3 2015 and held it in 14 quarters. The position peaked at $245M in Q4 2015. 2,015 funds tracked by Wall St. Rank hold WFC as of Q1 2019.

  • BloombergSen reported no remaining Wells Fargo position as of Q1 2019 after selling out during the quarter.
  • BloombergSen sold 804,566 Wells Fargo shares in Q1 2019, an estimated $37.1M.
  • BloombergSen first reported a position in Wells Fargo in Q3 2015 and held it in 14 quarters.
  • BloombergSen's Wells Fargo position peaked at $245M in Q4 2015.
  • 2,015 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2019.

Based on BloombergSen's 13F filing for Q1 2019, filed 15 May 2019.