Bredin Investment’s Wells Fargo WFC Stock Holding History

Bredin Investment’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
2019 Q4	–	Sell	-21,438	Closed	-$1.08M	–	76
2019 Q3	$1.08M	Hold	21,438	–	–	0.94%	32
2019 Q2	$1.01M	Hold	21,438	–	–	0.89%	32
2019 Q1	$1.04M	Hold	21,438	–	–	0.9%	29
2018 Q4	$988K	Hold	21,438	–	–	0.93%	23
2018 Q3	$1.13M	Hold	21,438	–	–	0.92%	25
2018 Q2	$1.19M	Hold	21,438	–	–	0.91%	20
2018 Q1	$1.12M	Hold	21,438	–	–	0.97%	19
2017 Q4	$1.31M	Buy	+21,438	New	+$1.21M	1.06%	18

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

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

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

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

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

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

Bredin Investment's WFC Position: Q4 2019 in Review

Bredin Investment sold out of Wells Fargo (WFC) in Q4 2019, closing a stake of 21,438 shares — an estimated $1.08M sold.

Bredin Investment first reported a position in WFC in Q4 2017 and held it in 8 quarters. The position peaked at $1.31M in Q4 2017. 2,095 funds tracked by Wall St. Rank hold WFC as of Q4 2019.

Bredin Investment reported no remaining Wells Fargo position as of Q4 2019 after selling out during the quarter.
Bredin Investment sold 21,438 Wells Fargo shares in Q4 2019, an estimated $1.08M.
Bredin Investment first reported a position in Wells Fargo in Q4 2017 and held it in 8 quarters.
Bredin Investment's Wells Fargo position peaked at $1.31M in Q4 2017.
2,095 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2019.

Based on Bredin Investment's 13F filing for Q4 2019, filed 6 Feb 2020.