Bruderman Asset Management’s Wells Fargo WFC Stock Holding History

Bruderman Asset 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
2019 Q2	–	Sell	-286	Closed	-$14K	–	569
2019 Q1	$14K	Hold	286	–	–	﹤0.01%	408
2018 Q4	$13K	Buy	286 +191	+201%	+$9.78K	﹤0.01%	403
2018 Q3	$5K	Buy	95 +1	+1%	+$57	﹤0.01%	308
2018 Q2	$5K	Hold	94	–	–	﹤0.01%	325
2018 Q1	$5K	Buy	+94	New	+$5.58K	﹤0.01%	322
2017 Q3	–	Sell	-92	Closed	-$5K	–	317
2017 Q2	$5K	Buy	+92	New	+$4.93K	﹤0.01%	335
2017 Q1	–	Sell	-90	Closed	-$5K	–	317
2016 Q4	$5K	Sell	90 -271	-75%	-$13.6K	﹤0.01%	338
2016 Q3	$16K	Sell	361 -266	-42%	-$12.7K	﹤0.01%	301
2016 Q2	$30K	Sell	627 -60	-9%	-$2.92K	0.01%	239
2016 Q1	$33K	Hold	687	–	–	0.01%	236
2015 Q4	$37K	Hold	687	–	–	0.01%	236
2015 Q3	$35K	Hold	687	–	–	0.01%	239
2015 Q2	$39K	Sell	687 -100	-13%	-$5.58K	0.02%	247
2015 Q1	$43K	Buy	+787	New	+$42.5K	0.02%	229

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Bruderman Asset Management's WFC Position: Q2 2019 in Review

Bruderman Asset Management sold out of Wells Fargo (WFC) in Q2 2019, closing a stake of 286 shares — an estimated $14K sold.

Bruderman Asset Management first reported a position in WFC in Q1 2015 and held it in 14 quarters. The position peaked at $43K in Q1 2015. 1,954 funds tracked by Wall St. Rank hold WFC as of Q2 2019.

Bruderman Asset Management reported no remaining Wells Fargo position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 286 Wells Fargo shares in Q2 2019, an estimated $14K.
Bruderman Asset Management first reported a position in Wells Fargo in Q1 2015 and held it in 14 quarters.
Bruderman Asset Management's Wells Fargo position peaked at $43K in Q1 2015.
1,954 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.