Brick & Kyle Associates’s Wells Fargo WFC Stock Holding History

Brick & Kyle Associates’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	-5,184	Closed	-$268K	–	69
2019 Q3	$268K	Sell	5,184 -100	-2%	-$4.71K	0.22%	57
2019 Q2	$251K	Hold	5,284	–	–	0.24%	61
2019 Q1	$255K	Hold	5,284	–	–	0.26%	57
2018 Q4	$243K	Buy	+5,284	New	+$271K	0.23%	76
2018 Q2	$293K	Hold	5,284	–	–	0.23%	79
2018 Q1	$277K	Buy	5,284 +400	+8%	+$23.8K	0.22%	79
2017 Q4	$296K	Buy	4,884 +161	+3%	+$9.09K	0.24%	78
2017 Q3	$260K	Buy	+4,723	New	+$251K	0.21%	84
2017 Q2	–	Sell	-1,859	Closed	-$103K	–	359
2017 Q1	$103K	Buy	1,859 +162	+10%	+$9.19K	0.08%	122
2016 Q4	$94K	Sell	1,697 -166	-9%	-$8.35K	0.08%	125
2016 Q3	$82K	Sell	1,863 -1,290	-41%	-$61.7K	0.07%	136
2016 Q2	$149K	Hold	3,153	–	–	0.12%	102
2016 Q1	$152K	Buy	3,153 +303	+11%	+$14.8K	0.13%	99
2015 Q4	$155K	Hold	2,850	–	–	0.14%	97
2015 Q3	$146K	Buy	2,850 +350	+14%	+$19.2K	0.14%	101
2015 Q2	$141K	Hold	2,500	–	–	0.12%	111
2015 Q1	$136K	Hold	2,500	–	–	0.12%	112
2014 Q4	$137K	Buy	+2,500	New	+$132K	0.12%	113

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

Brick & Kyle Associates's WFC Position: Q4 2019 in Review

Brick & Kyle Associates sold out of Wells Fargo (WFC) in Q4 2019, closing a stake of 5,184 shares — an estimated $268K sold.

Brick & Kyle Associates first reported a position in WFC in Q4 2014 and held it in 18 quarters. The position peaked at $296K in Q4 2017. 2,094 funds tracked by Wall St. Rank hold WFC as of Q4 2019.

Brick & Kyle Associates reported no remaining Wells Fargo position as of Q4 2019 after selling out during the quarter.
Brick & Kyle Associates sold 5,184 Wells Fargo shares in Q4 2019, an estimated $268K.
Brick & Kyle Associates first reported a position in Wells Fargo in Q4 2014 and held it in 18 quarters.
Brick & Kyle Associates's Wells Fargo position peaked at $296K in Q4 2017.
2,094 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2019.

Based on Brick & Kyle Associates's 13F filing for Q4 2019, filed 22 Jan 2020.