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Boston Research & Management’s Wells Fargo WFC Stock Holding History

Boston Research & Management’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
-5,945
Closed -$319K – 100
2019
Q4 		$319K Hold
5,945
– – 0.12% 87
2019
Q3 		$299K Hold
5,945
– – 0.12% 86
2019
Q2 		$281K Hold
5,945
– – 0.11% 89
2019
Q1 		$287K Hold
5,945
– – 0.12% 91
2018
Q4 		$273K Hold
5,945
– – 0.13% 90
2018
Q3 		$312K Buy
5,945
+240
+4% +$13.7K 0.14% 86
2018
Q2 		$316K Hold
5,705
– – 0.16% 85
2018
Q1 		$298K Sell
5,705
-48,324
-89% -$2.87M 0.15% 86
2017
Q4 		$3.28M Sell
54,029
-2,550
-5% -$144K 1.64% 29
2017
Q3 		$3.12M Sell
56,579
-460
-0.8% -$24.4K 1.59% 33
2017
Q2 		$3.16M Sell
57,039
-80
-0.1% -$4.29K 1.71% 28
2017
Q1 		$3.18M Sell
57,119
-1,690
-3% -$95.9K 1.73% 25
2016
Q4 		$3.24M Sell
58,809
-85
-0.1% -$4.27K 1.84% 21
2016
Q3 		$2.61M Buy
58,894
+1,998
+4% +$95.6K 1.51% 33
2016
Q2 		$2.69M Buy
56,896
+1,430
+3% +$69.7K 1.63% 29
2016
Q1 		$2.68M Buy
55,466
+740
+1% +$36.2K 1.67% 26
2015
Q4 		$2.97M Buy
54,726
+600
+1% +$32.6K 1.85% 18
2015
Q3 		$2.78M Buy
54,126
+115
+0.2% +$6.32K 1.83% 18
2015
Q2 		$3.04M Buy
54,011
+39
+0.1% +$2.17K 1.92% 15
2015
Q1 		$2.94M Buy
53,972
+400
+0.7% +$21.6K 1.86% 20
2014
Q4 		$2.94M Buy
53,572
+190
+0.4% +$10.1K 1.84% 15
2014
Q3 		$2.77M Buy
53,382
+1,873
+4% +$96.3K 1.86% 15
2014
Q2 		$2.71M Sell
51,509
-5,400
-9% -$271K 1.87% 15
2014
Q1 		$2.83M Sell
56,909
-66
-0.1% -$3.07K 2.08% 9
2013
Q4 		$2.59M Buy
56,975
+864
+2% +$37.3K 1.99% 11
2013
Q3 		$2.32M Sell
56,111
-230
-0.4% -$9.82K 1.96% 13
2013
Q2 		$2.33M Buy
+56,341
New +$2.2M 2.07% 9

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

Boston Research & Management's WFC Position: Q1 2020 in Review

Boston Research & Management sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 5,945 shares — an estimated $319K sold.

Boston Research & Management first reported a position in WFC in Q2 2013 and held it in 27 quarters. The position peaked at $3.28M in Q4 2017. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

  • Boston Research & Management reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
  • Boston Research & Management sold 5,945 Wells Fargo shares in Q1 2020, an estimated $319K.
  • Boston Research & Management first reported a position in Wells Fargo in Q2 2013 and held it in 27 quarters.
  • Boston Research & Management's Wells Fargo position peaked at $3.28M in Q4 2017.
  • 1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Boston Research & Management's 13F filing for Q1 2020, filed 8 May 2020.