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C WorldWide Group’s Wells Fargo WFC Stock Holding History

C WorldWide Group’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
Q4 		– Sell
-5,602,671
Closed -$283M – 84
2019
Q3 		$283M Sell
5,602,671
-74,470
-1% -$3.51M 3.58% 12
2019
Q2 		$269M Sell
5,677,141
-173,216
-3% -$8.1M 3.34% 13
2019
Q1 		$283M Sell
5,850,357
-49,855
-0.8% -$2.45M 3.59% 13
2018
Q4 		$272M Sell
5,900,212
-28,787
-0.5% -$1.47M 3.93% 13
2018
Q3 		$312M Sell
5,928,999
-7,937
-0.1% -$453K 4% 11
2018
Q2 		$329M Sell
5,936,936
-81,069
-1% -$4.34M 4.57% 10
2018
Q1 		$315M Sell
6,018,005
-36,604
-0.6% -$2.17M 4.84% 9
2017
Q4 		$367M Buy
6,054,609
+74,081
+1% +$4.18M 5.31% 8
2017
Q3 		$330M Buy
5,980,528
+146,925
+3% +$7.81M 4.69% 10
2017
Q2 		$323M Buy
5,833,603
+518,933
+10% +$27.8M 4.91% 9
2017
Q1 		$296M Buy
5,314,670
+559,931
+12% +$31.8M 5.01% 9
2016
Q4 		$262M Sell
4,754,739
-68,014
-1% -$3.42M 5.06% 8
2016
Q3 		$214M Buy
4,822,753
+224,540
+5% +$10.7M 3.76% 14
2016
Q2 		$218M Buy
4,598,213
+88,535
+2% +$4.32M 4.17% 12
2016
Q1 		$218M Sell
4,509,678
-890,040
-16% -$43.6M 4.22% 11
2015
Q4 		$294M Sell
5,399,718
-242,400
-4% -$13.2M 5.14% 9
2015
Q3 		$290M Sell
5,642,118
-601,400
-10% -$33.1M 4.87% 9
2015
Q2 		$351M Sell
6,243,518
-69,800
-1% -$3.89M 5.02% 9
2015
Q1 		$343M Sell
6,313,318
-171,851
-3% -$9.29M 4.9% 9
2014
Q4 		$356M Sell
6,485,169
-503,050
-7% -$26.6M 5.24% 10
2014
Q3 		$362M Buy
+6,988,219
New +$359M 5.33% 8

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

C WorldWide Group's WFC Position: Q4 2019 in Review

C WorldWide Group sold out of Wells Fargo (WFC) in Q4 2019, closing a stake of 5,602,671 shares — an estimated $283M sold.

C WorldWide Group first reported a position in WFC in Q3 2014 and held it in 21 quarters. The position peaked at $367M in Q4 2017. 2,095 funds tracked by Wall St. Rank hold WFC as of Q4 2019.

  • C WorldWide Group reported no remaining Wells Fargo position as of Q4 2019 after selling out during the quarter.
  • C WorldWide Group sold 5,602,671 Wells Fargo shares in Q4 2019, an estimated $283M.
  • C WorldWide Group first reported a position in Wells Fargo in Q3 2014 and held it in 21 quarters.
  • C WorldWide Group's Wells Fargo position peaked at $367M in Q4 2017.
  • 2,095 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2019.

Based on C WorldWide Group's 13F filing for Q4 2019, filed 5 Feb 2020.