BMT Investment Advisors’s Wells Fargo WFC Stock Holding History

BMT 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
2020 Q1	$1.48M	Hold	51,469	–	–	0.93%	58
2019 Q4	$2.77M	Buy	51,469 +6,100	+13%	+$319K	1.27%	33
2019 Q3	$2.29M	Buy	45,369 +1,541	+4%	+$72.6K	1.17%	46
2019 Q2	$2.07M	Buy	43,828 +2,440	+6%	+$114K	1.09%	53
2019 Q1	$2M	Hold	41,388	–	–	1.09%	54
2018 Q4	$1.91M	Hold	41,388	–	–	1.21%	41
2018 Q3	$2.17M	Buy	41,388 +1,500	+4%	+$85.6K	1.25%	38
2018 Q2	$2.21M	Buy	39,888 +11,644	+41%	+$624K	1.41%	18
2018 Q1	$1.48M	Buy	28,244 +1,755	+7%	+$104K	1%	71
2017 Q4	$1.61M	Buy	26,489 +3,413	+15%	+$193K	1.16%	45
2017 Q3	$1.27M	Buy	+23,076	New	+$1.23M	1.17%	49

Other funds holding WFC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BMT Investment Advisors's WFC Position: Q1 2020 in Review

BMT Investment Advisors held its Wells Fargo (WFC) position steady in Q1 2020 at 51,469 shares worth $1.48M. The position accounts for 0.93% of the portfolio, ranked #58.

BMT Investment Advisors first reported a position in WFC in Q3 2017 and has held it in 11 quarters since. The position peaked at $2.77M in Q4 2019. 1,808 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

BMT Investment Advisors held 51,469 shares of Wells Fargo worth $1.48M as of Q1 2020.
BMT Investment Advisors left its Wells Fargo share count unchanged in Q1 2020.
Wells Fargo made up 0.93% of BMT Investment Advisors's portfolio in Q1 2020, its #58 holding.
BMT Investment Advisors first reported a position in Wells Fargo in Q3 2017 and has held it in 11 quarters since.
BMT Investment Advisors's Wells Fargo position peaked at $2.77M in Q4 2019.
1,808 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on BMT Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.