Butensky & Cohen Financial Security’s Wells Fargo WFC Stock Holding History

Butensky & Cohen Financial Security’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
2018 Q1	–	Sell	-40,855	Closed	-$2.48M	–	79
2017 Q4	$2.48M	Buy	40,855 +490	+1%	+$27.7K	2.05%	2
2017 Q3	$2.23M	Buy	40,365 +1,350	+3%	+$71.8K	1.97%	8
2017 Q2	$2.16M	Buy	39,015 +760	+2%	+$40.7K	1.95%	4
2017 Q1	$2.13M	Sell	38,255 -2,216	-5%	-$126K	1.95%	7
2016 Q4	$2.23M	Buy	40,471 +630	+2%	+$31.7K	2.06%	4
2016 Q3	$1.76M	Buy	39,841 +1,465	+4%	+$70.1K	1.7%	22
2016 Q2	$1.82M	Sell	38,376 -145	-0.4%	-$7.07K	1.78%	15
2016 Q1	$1.86M	Buy	38,521 +764	+2%	+$37.4K	1.79%	16
2015 Q4	$2.05M	Buy	37,757 +199	+0.5%	+$10.8K	2.02%	10
2015 Q3	$1.93M	Buy	37,558 +771	+2%	+$42.4K	2.06%	10
2015 Q2	$2.07M	Sell	36,787 -125	-0.3%	-$6.97K	2.08%	3
2015 Q1	$2.01M	Buy	36,912 +140	+0.4%	+$7.57K	1.99%	5
2014 Q4	$2.02M	Buy	+36,772	New	+$1.95M	2.02%	10

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Butensky & Cohen Financial Security's WFC Position: Q1 2018 in Review

Butensky & Cohen Financial Security sold out of Wells Fargo (WFC) in Q1 2018, closing a stake of 40,855 shares — an estimated $2.48M sold.

Butensky & Cohen Financial Security first reported a position in WFC in Q4 2014 and held it in 13 quarters. The position peaked at $2.48M in Q4 2017. 2,009 funds tracked by Wall St. Rank hold WFC as of Q1 2018.

Butensky & Cohen Financial Security reported no remaining Wells Fargo position as of Q1 2018 after selling out during the quarter.
Butensky & Cohen Financial Security sold 40,855 Wells Fargo shares in Q1 2018, an estimated $2.48M.
Butensky & Cohen Financial Security first reported a position in Wells Fargo in Q4 2014 and held it in 13 quarters.
Butensky & Cohen Financial Security's Wells Fargo position peaked at $2.48M in Q4 2017.
2,009 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2018.

Based on Butensky & Cohen Financial Security's 13F filing for Q1 2018, filed 6 Apr 2018.