BT Wealth Management’s Wells Fargo WFC Stock Holding History

BT Wealth 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 Q1	–	Sell	-4,299	Closed	-$209K	–	102
2018 Q4	$209K	Buy	+4,299	New	+$220K	0.09%	97

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

BT Wealth Management's WFC Position: Q1 2019 in Review

BT Wealth Management sold out of Wells Fargo (WFC) in Q1 2019, closing a stake of 4,299 shares — an estimated $209K sold.

BT Wealth Management first reported a position in WFC in Q4 2018 and held it in 1 quarter. The position peaked at $209K in Q4 2018. 2,015 funds tracked by Wall St. Rank hold WFC as of Q1 2019.

BT Wealth Management reported no remaining Wells Fargo position as of Q1 2019 after selling out during the quarter.
BT Wealth Management sold 4,299 Wells Fargo shares in Q1 2019, an estimated $209K.
BT Wealth Management first reported a position in Wells Fargo in Q4 2018 and held it in 1 quarter.
BT Wealth Management's Wells Fargo position peaked at $209K in Q4 2018.
2,015 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2019.

Based on BT Wealth Management's 13F filing for Q1 2019, filed 15 Apr 2019.