BJ
WFC icon

Brouwer & Janachowski’s Wells Fargo WFC Stock Holding History

Brouwer & Janachowski’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
Q1 		– Sell
-5,465
Closed -$301K – 56
2016
Q4 		$301K Sell
5,465
-264
-5% -$13.3K 0.07% 40
2016
Q3 		$254K Sell
5,729
-55
-1% -$2.63K 0.06% 43
2016
Q2 		$274K Buy
+5,784
New +$282K 0.07% 43
2015
Q4 		– Sell
-5,911
Closed -$304K – 45
2015
Q3 		$304K Buy
+5,911
New +$325K 0.14% 42

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Brouwer & Janachowski's WFC Position: Q1 2017 in Review

Brouwer & Janachowski sold out of Wells Fargo (WFC) in Q1 2017, closing a stake of 5,465 shares — an estimated $301K sold.

Brouwer & Janachowski first reported a position in WFC in Q3 2015 and held it in 4 quarters. The position peaked at $304K in Q3 2015. 1,928 funds tracked by Wall St. Rank hold WFC as of Q1 2017.

  • Brouwer & Janachowski reported no remaining Wells Fargo position as of Q1 2017 after selling out during the quarter.
  • Brouwer & Janachowski sold 5,465 Wells Fargo shares in Q1 2017, an estimated $301K.
  • Brouwer & Janachowski first reported a position in Wells Fargo in Q3 2015 and held it in 4 quarters.
  • Brouwer & Janachowski's Wells Fargo position peaked at $304K in Q3 2015.
  • 1,928 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2017.

Based on Brouwer & Janachowski's 13F filing for Q1 2017, filed 25 Apr 2017.