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Bridgewater Wealth & Financial Management’s Wells Fargo WFC Stock Holding History

Bridgewater Wealth & Financial 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
2017
Q3 		– Sell
-7,421
Closed -$411K – 106
2017
Q2 		$411K Buy
7,421
+1,427
+24% +$76.5K 0.14% 72
2017
Q1 		$334K Hold
5,994
– – 0.12% 74
2016
Q4 		$330K Sell
5,994
-548
-8% -$27.6K 0.12% 75
2016
Q3 		$290K Sell
6,542
-317
-5% -$15.2K 0.11% 80
2016
Q2 		$325K Sell
6,859
-229
-3% -$11.2K 0.12% 79
2016
Q1 		$343K Buy
7,088
+1,014
+17% +$49.6K 0.12% 75
2015
Q4 		$330K Buy
6,074
+28
+0.5% +$1.52K 0.13% 66
2015
Q3 		$310K Buy
6,046
+1,221
+25% +$67.1K 0.13% 68
2015
Q2 		$271K Hold
4,825
– – 0.11% 64
2015
Q1 		$262K Sell
4,825
-557
-10% -$30.1K 0.11% 68
2014
Q4 		$295K Buy
+5,382
New +$285K 0.12% 80

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bridgewater Wealth & Financial Management's WFC Position: Q3 2017 in Review

Bridgewater Wealth & Financial Management sold out of Wells Fargo (WFC) in Q3 2017, closing a stake of 7,421 shares — an estimated $411K sold.

Bridgewater Wealth & Financial Management first reported a position in WFC in Q4 2014 and held it in 11 quarters. The position peaked at $411K in Q2 2017. 1,865 funds tracked by Wall St. Rank hold WFC as of Q3 2017.

  • Bridgewater Wealth & Financial Management reported no remaining Wells Fargo position as of Q3 2017 after selling out during the quarter.
  • Bridgewater Wealth & Financial Management sold 7,421 Wells Fargo shares in Q3 2017, an estimated $411K.
  • Bridgewater Wealth & Financial Management first reported a position in Wells Fargo in Q4 2014 and held it in 11 quarters.
  • Bridgewater Wealth & Financial Management's Wells Fargo position peaked at $411K in Q2 2017.
  • 1,865 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q3 2017, filed 14 Nov 2017.