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British Steel Pension Fund’s Wells Fargo WFC Stock Holding History

British Steel Pension Fund’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
-8,184
Closed -$440K – 162
2019
Q4 		$440K Hold
8,184
– – 0.08% 46
2019
Q3 		$413K Sell
8,184
-5,748
-41% -$271K 0.07% 48
2019
Q2 		$659K Sell
13,932
-15,232
-52% -$712K 0.1% 50
2019
Q1 		$1.41M Sell
29,164
-3,082
-10% -$152K 0.25% 43
2018
Q4 		$1.7M Buy
+32,246
New +$1.65M 0.29% 40
2018
Q2 		$2.67M Sell
48,148
-60,518
-56% -$3.24M 0.43% 36
2018
Q1 		$6.59M Hold
108,666
– – 0.77% 32
2017
Q4 		$6.59M Hold
108,666
– – 0.77% 32
2017
Q3 		$5.99M Sell
108,666
-26,978
-20% -$1.43M 0.72% 34
2017
Q2 		$7.52M Hold
135,644
– – 0.82% 28
2017
Q1 		$7.55M Sell
135,644
-11,014
-8% -$625K 0.85% 30
2016
Q4 		$8.08M Hold
146,658
– – 1.02% 22
2016
Q3 		$6.49M Buy
146,658
+33,000
+29% +$1.58M 0.84% 26
2016
Q2 		$5.38M Sell
113,658
-86,110
-43% -$4.2M 0.75% 26
2016
Q1 		$9.66M Sell
199,768
-13,340
-6% -$653K 0.97% 24
2015
Q4 		$11.6M Buy
+213,108
New +$11.6M 1.17% 19
2015
Q2 		$12.7M Hold
226,365
– – 1.22% 21
2015
Q1 		$12.3M Hold
226,365
– – 1.19% 16
2014
Q4 		$12.4M Sell
226,365
-42,000
-16% -$2.22M 1.19% 17
2014
Q3 		$13.9M Sell
268,365
-17,650
-6% -$908K 1.39% 14
2014
Q2 		$15M Hold
286,015
– – 1.42% 13
2014
Q1 		$14.2M Sell
286,015
-19,924
-7% -$928K 1.42% 13
2013
Q4 		$13.9M Sell
305,939
-19,741
-6% -$853K 1.36% 15
2013
Q3 		$13.5M Sell
325,680
-20,633
-6% -$881K 1.39% 11
2013
Q2 		$14.3M Buy
+346,313
New +$13.5M 1.47% 12

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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
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T. Rowe Price Associates
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British Steel Pension Fund's WFC Position: Q1 2020 in Review

British Steel Pension Fund sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 8,184 shares — an estimated $440K sold.

British Steel Pension Fund first reported a position in WFC in Q2 2013 and held it in 25 quarters. The position peaked at $15M in Q2 2014. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

  • British Steel Pension Fund reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
  • British Steel Pension Fund sold 8,184 Wells Fargo shares in Q1 2020, an estimated $440K.
  • British Steel Pension Fund first reported a position in Wells Fargo in Q2 2013 and held it in 25 quarters.
  • British Steel Pension Fund's Wells Fargo position peaked at $15M in Q2 2014.
  • 1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on British Steel Pension Fund's 13F filing for Q1 2020, filed 19 May 2020.