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Capital Directions Investment Advisors’s Wells Fargo WFC Stock Holding History

Capital Directions Investment Advisors’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
Q3 		– Sell
-1,175
Closed -$65K – 237
2018
Q2 		$65K Buy
+1,175
New +$63K 0.03% 63

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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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Directions Investment Advisors's WFC Position: Q3 2018 in Review

Capital Directions Investment Advisors sold out of Wells Fargo (WFC) in Q3 2018, closing a stake of 1,175 shares — an estimated $65K sold.

Capital Directions Investment Advisors first reported a position in WFC in Q2 2018 and held it in 1 quarter. The position peaked at $65K in Q2 2018. 1,974 funds tracked by Wall St. Rank hold WFC as of Q3 2018.

  • Capital Directions Investment Advisors reported no remaining Wells Fargo position as of Q3 2018 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 1,175 Wells Fargo shares in Q3 2018, an estimated $65K.
  • Capital Directions Investment Advisors first reported a position in Wells Fargo in Q2 2018 and held it in 1 quarter.
  • Capital Directions Investment Advisors's Wells Fargo position peaked at $65K in Q2 2018.
  • 1,974 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2018.

Based on Capital Directions Investment Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.