Catamount Wealth Management’s Wells Fargo WFC Stock Holding History

Catamount 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	$58K	Buy	+1,200	New	+$59K	0.03%	82
2018 Q1	–	Sell	-1,573	Closed	-$95K	–	196
2017 Q4	$95K	Hold	1,573	–	–	0.05%	55
2017 Q3	$87K	Hold	1,573	–	–	0.05%	56
2017 Q2	$87K	Sell	1,573 -300	-16%	-$16.1K	0.05%	65
2017 Q1	$104K	Buy	1,873 +100	+6%	+$5.67K	0.07%	54
2016 Q4	$98K	Hold	1,773	–	–	0.08%	48
2016 Q3	$80K	Hold	1,773	–	–	0.07%	52
2016 Q2	$84K	Hold	1,773	–	–	0.1%	35
2016 Q1	$86K	Buy	1,773 +298	+20%	+$14.6K	0.1%	37
2015 Q4	$80K	Hold	1,475	–	–	0.07%	35
2015 Q3	$76K	Hold	1,475	–	–	0.08%	36
2015 Q2	$83K	Hold	1,475	–	–	0.06%	50
2015 Q1	$80K	Hold	1,475	–	–	0.07%	44
2014 Q4	$81K	Buy	+1,475	New	+$78.1K	0.08%	41

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

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

Catamount Wealth Management opened a new position in Wells Fargo (WFC) in Q1 2019: 1,200 shares worth $58K. The stake represents 0.03% of the portfolio and ranks #82 among its holdings. This is a return to the name: Catamount Wealth Management previously reported a position in WFC as recently as Q4 2017.

Catamount Wealth Management first reported a position in WFC in Q4 2014 and has held it in 14 quarters since. The position peaked at $104K in Q1 2017. 2,015 funds tracked by Wall St. Rank hold WFC as of Q1 2019.

Catamount Wealth Management held 1,200 shares of Wells Fargo worth $58K as of Q1 2019.
Wells Fargo was a new Catamount Wealth Management position in Q1 2019.
Wells Fargo made up 0.03% of Catamount Wealth Management's portfolio in Q1 2019, its #82 holding.
Catamount Wealth Management first reported a position in Wells Fargo in Q4 2014 and has held it in 14 quarters since.
Catamount Wealth Management's Wells Fargo position peaked at $104K in Q1 2017.
2,015 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.