Buckingham Capital Management (Ohio)’s Wells Fargo WFC Stock Holding History

Buckingham Capital Management (Ohio)’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	-10,980	Closed	-$608K	–	143
2017 Q2	$608K	Sell	10,980 -2,270	-17%	-$122K	0.14%	119
2017 Q1	$737K	Sell	13,250 -1,552	-10%	-$88.1K	0.17%	115
2016 Q4	$816K	Sell	14,802 -2,193	-13%	-$110K	0.2%	108
2016 Q3	$753K	Sell	16,995 -760	-4%	-$36.4K	0.19%	112
2016 Q2	$840K	Sell	17,755 -705	-4%	-$34.4K	0.22%	108
2016 Q1	$893K	Sell	18,460 -175	-0.9%	-$8.57K	0.24%	105
2015 Q4	$1.01M	Sell	18,635 -150	-0.8%	-$8.14K	0.28%	94
2015 Q3	$965K	Sell	18,785 -798	-4%	-$43.9K	0.28%	93
2015 Q2	$1.11M	Sell	19,583 -395	-2%	-$22K	0.31%	92
2015 Q1	$1.09M	Sell	19,978 -650	-3%	-$35.1K	0.31%	95
2014 Q4	$1.13M	Sell	20,628 -544	-3%	-$28.8K	0.34%	95
2014 Q3	$1.1M	Sell	21,172 -3,150	-13%	-$162K	0.34%	96
2014 Q2	$1.28M	Sell	24,322 -125	-0.5%	-$6.28K	0.4%	81
2014 Q1	$1.22M	Sell	24,447 -638	-3%	-$29.7K	0.41%	78
2013 Q4	$1.14M	Sell	25,085 -321	-1%	-$13.9K	0.4%	80
2013 Q3	$1.06M	Sell	25,406 -350	-1%	-$14.9K	0.43%	80
2013 Q2	$1.06M	Buy	+25,756	New	+$1M	0.44%	69

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Buckingham Capital Management (Ohio)'s WFC Position: Q3 2017 in Review

Buckingham Capital Management (Ohio) sold out of Wells Fargo (WFC) in Q3 2017, closing a stake of 10,980 shares — an estimated $608K sold.

Buckingham Capital Management (Ohio) first reported a position in WFC in Q2 2013 and held it in 17 quarters. The position peaked at $1.28M in Q2 2014. 1,865 funds tracked by Wall St. Rank hold WFC as of Q3 2017.

Buckingham Capital Management (Ohio) reported no remaining Wells Fargo position as of Q3 2017 after selling out during the quarter.
Buckingham Capital Management (Ohio) sold 10,980 Wells Fargo shares in Q3 2017, an estimated $608K.
Buckingham Capital Management (Ohio) first reported a position in Wells Fargo in Q2 2013 and held it in 17 quarters.
Buckingham Capital Management (Ohio)'s Wells Fargo position peaked at $1.28M in Q2 2014.
1,865 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2017.

Based on Buckingham Capital Management (Ohio)'s 13F filing for Q3 2017, filed 7 Nov 2017.