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CCM Investment Advisers’s Wells Fargo WFC Stock Holding History

CCM Investment Advisers’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
-5,161
Closed -$286K – 92
2018
Q2 		$286K Sell
5,161
-59,244
-92% -$3.17M 0.05% 79
2018
Q1 		$3.38M Sell
64,405
-99,753
-61% -$5.93M 0.66% 55
2017
Q4 		$9.96M Sell
164,158
-8,145
-5% -$460K 1.92% 23
2017
Q3 		$9.5M Buy
172,303
+10,371
+6% +$551K 1.83% 29
2017
Q2 		$8.97M Buy
161,932
+32,932
+26% +$1.76M 1.75% 34
2017
Q1 		$7.18M Buy
129,000
+1,132
+0.9% +$64.2K 1.43% 43
2016
Q4 		$7.05M Sell
127,868
-23,807
-16% -$1.2M 1.49% 38
2016
Q3 		$6.72M Sell
151,675
-247,088
-62% -$11.8M 1.42% 42
2016
Q2 		$18.9M Sell
398,763
-14,527
-4% -$708K 1.76% 19
2016
Q1 		$20M Sell
413,290
-5,135
-1% -$251K 1.87% 21
2015
Q4 		$22.7M Sell
418,425
-9,703
-2% -$527K 2.13% 20
2015
Q3 		$22M Buy
428,128
+16,684
+4% +$917K 2.19% 8
2015
Q2 		$23.1M Sell
411,444
-16,607
-4% -$926K 2.13% 8
2015
Q1 		$23.3M Sell
428,051
-86,669
-17% -$4.68M 2.27% 2
2014
Q4 		$28.2M Buy
514,720
+40,157
+8% +$2.13M 2.57% 2
2014
Q3 		$24.6M Buy
474,563
+13,217
+3% +$680K 2.2% 7
2014
Q2 		$24.2M Sell
461,346
-25,389
-5% -$1.28M 2.22% 9
2014
Q1 		$24.2M Sell
486,735
-33,708
-6% -$1.57M 2.4% 5
2013
Q4 		$23.6M Buy
520,443
+664
+0.1% +$28.7K 2.21% 7
2013
Q3 		$21.5M Buy
519,779
+35,420
+7% +$1.51M 2.13% 6
2013
Q2 		$20M Buy
+484,359
New +$18.9M 2.06% 3

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
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

CCM Investment Advisers's WFC Position: Q3 2018 in Review

CCM Investment Advisers sold out of Wells Fargo (WFC) in Q3 2018, closing a stake of 5,161 shares — an estimated $286K sold.

CCM Investment Advisers first reported a position in WFC in Q2 2013 and held it in 21 quarters. The position peaked at $28.2M in Q4 2014. 1,973 funds tracked by Wall St. Rank hold WFC as of Q3 2018.

  • CCM Investment Advisers reported no remaining Wells Fargo position as of Q3 2018 after selling out during the quarter.
  • CCM Investment Advisers sold 5,161 Wells Fargo shares in Q3 2018, an estimated $286K.
  • CCM Investment Advisers first reported a position in Wells Fargo in Q2 2013 and held it in 21 quarters.
  • CCM Investment Advisers's Wells Fargo position peaked at $28.2M in Q4 2014.
  • 1,973 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2018.

Based on CCM Investment Advisers's 13F filing for Q3 2018, filed 5 Nov 2018.