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Bridges Investment Counsel’s Wells Fargo WFC Stock Holding History

Bridges Investment Counsel’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
2017
Q4 		$2.84M Sell
46,855
-225
-0.5% -$12.7K 1.57% 17
2017
Q3 		$2.6M Sell
47,080
-65,642
-58% -$3.49M 1.44% 18
2017
Q2 		$6.25M Buy
112,722
+60,530
+116% +$3.24M 1.42% 23
2017
Q1 		$2.9M Sell
52,192
-65,208
-56% -$3.7M 0.85% 25
2016
Q4 		$6.47M Sell
117,400
-25,594
-18% -$1.29M 1.57% 18
2016
Q3 		$6.33M Buy
142,994
+2,800
+2% +$134K 1.33% 19
2016
Q2 		$6.63M Buy
140,194
+3,115
+2% +$152K 1.46% 18
2016
Q1 		$6.63M Sell
137,079
-40,662
-23% -$1.99M 1.43% 17
2015
Q4 		$10M Hold
177,741
– – 1.73% 14
2015
Q3 		$10M Buy
177,741
+43,357
+32% +$2.38M 1.73% 14
2015
Q2 		$7.56M Sell
134,384
-4,260
-3% -$238K 1.78% 11
2015
Q1 		$7.54M Sell
138,644
-25
-0% -$1.35K 1.72% 13
2014
Q4 		$7.6M Sell
138,669
-1,288
-0.9% -$68.2K 1.74% 13
2014
Q3 		$7.26M Sell
139,957
-1,254
-0.9% -$64.5K 1.67% 14
2014
Q2 		$7.42M Sell
141,211
-3,511
-2% -$176K 1.7% 14
2014
Q1 		$7.2M Buy
144,722
+5,236
+4% +$244K 1.68% 14
2013
Q4 		$6.33M Buy
139,486
+5,027
+4% +$217K 1.45% 22
2013
Q3 		$5.56M Buy
134,459
+8,824
+7% +$377K 1.38% 23
2013
Q2 		$5.19M Buy
+125,635
New +$4.9M 1.33% 24

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bridges Investment Counsel's WFC Position: Q4 2017 in Review

Bridges Investment Counsel reduced its Wells Fargo (WFC) stake by 0.48% in Q4 2017, selling an estimated $12.7K and leaving 46,855 shares worth $2.84M. The position accounts for 1.57% of the portfolio, ranked #17.

Bridges Investment Counsel first reported a position in WFC in Q2 2013 and has held it in 19 quarters since. The position peaked at $10M in Q4 2015. 2,053 funds tracked by Wall St. Rank hold WFC as of Q4 2017.

  • Bridges Investment Counsel held 46,855 shares of Wells Fargo worth $2.84M as of Q4 2017.
  • Bridges Investment Counsel sold 225 Wells Fargo shares in Q4 2017, an estimated $12.7K.
  • Wells Fargo made up 1.57% of Bridges Investment Counsel's portfolio in Q4 2017, its #17 holding.
  • Bridges Investment Counsel first reported a position in Wells Fargo in Q2 2013 and has held it in 19 quarters since.
  • Bridges Investment Counsel's Wells Fargo position peaked at $10M in Q4 2015.
  • 2,053 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2017.

Based on Bridges Investment Counsel's 13F filing for Q4 2017, filed 9 Feb 2018.