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Blue Chip Partners’s Wells Fargo WFC Stock Holding History

Blue Chip Partners’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
2020
Q1 		– Sell
-7,534
Closed -$405K – 165
2019
Q4 		$405K Sell
7,534
-1,118
-13% -$58.6K 0.08% 100
2019
Q3 		$436K Sell
8,652
-701
-7% -$33K 0.09% 90
2019
Q2 		$443K Sell
9,353
-136
-1% -$6.36K 0.1% 90
2019
Q1 		$458K Sell
9,489
-5,229
-36% -$257K 0.11% 89
2018
Q4 		$678K Sell
14,718
-29,306
-67% -$1.5M 0.17% 77
2018
Q3 		$2.31M Sell
44,024
-9,746
-18% -$556K 0.56% 48
2018
Q2 		$2.98M Sell
53,770
-26,346
-33% -$1.41M 0.79% 42
2018
Q1 		$4.2M Sell
80,116
-14,486
-15% -$861K 1.16% 33
2017
Q4 		$5.74M Sell
94,602
-2,499
-3% -$141K 1.7% 18
2017
Q3 		$5.36M Buy
97,101
+2,482
+3% +$132K 1.72% 17
2017
Q2 		$5.24M Buy
94,619
+10,331
+12% +$554K 1.83% 13
2017
Q1 		$4.69M Buy
84,288
+826
+1% +$46.9K 1.78% 14
2016
Q4 		$4.6M Buy
83,462
+2,416
+3% +$121K 1.8% 14
2016
Q3 		$3.59M Sell
81,046
-1,528
-2% -$73.1K 1.59% 22
2016
Q2 		$3.91M Buy
82,574
+5,647
+7% +$275K 1.76% 21
2016
Q1 		$3.72M Buy
76,927
+4,217
+6% +$206K 1.81% 18
2015
Q4 		$3.95M Buy
72,710
+8,256
+13% +$448K 2.06% 13
2015
Q3 		$3.31M Buy
64,454
+4,515
+8% +$248K 2.11% 13
2015
Q2 		$3.37M Buy
59,939
+6,210
+12% +$346K 2.16% 15
2015
Q1 		$2.92M Sell
53,729
-3,592
-6% -$194K 1.98% 20
2014
Q4 		$3.14M Buy
+57,321
New +$3.03M 2.19% 16

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Blue Chip Partners's WFC Position: Q1 2020 in Review

Blue Chip Partners sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 7,534 shares — an estimated $405K sold.

Blue Chip Partners first reported a position in WFC in Q4 2014 and held it in 21 quarters. The position peaked at $5.74M in Q4 2017. 1,808 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

  • Blue Chip Partners reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
  • Blue Chip Partners sold 7,534 Wells Fargo shares in Q1 2020, an estimated $405K.
  • Blue Chip Partners first reported a position in Wells Fargo in Q4 2014 and held it in 21 quarters.
  • Blue Chip Partners's Wells Fargo position peaked at $5.74M in Q4 2017.
  • 1,808 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Blue Chip Partners's 13F filing for Q1 2020, filed 8 May 2020.