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Central Asset Investments & Management Holdings’s Wells Fargo WFC Stock Holding History

Central Asset Investments & Management Holdings’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
2017
Q4 		– Sell
-4,000
Closed -$221K – 37
2017
Q3 		$221K Buy
+4,000
New +$213K 0.17% 22

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Central Asset Investments & Management Holdings's WFC Position: Q4 2017 in Review

Central Asset Investments & Management Holdings sold out of Wells Fargo (WFC) in Q4 2017, closing a stake of 4,000 shares — an estimated $221K sold.

Central Asset Investments & Management Holdings first reported a position in WFC in Q3 2017 and held it in 1 quarter. The position peaked at $221K in Q3 2017. 2,053 funds tracked by Wall St. Rank hold WFC as of Q4 2017.

  • Central Asset Investments & Management Holdings reported no remaining Wells Fargo position as of Q4 2017 after selling out during the quarter.
  • Central Asset Investments & Management Holdings sold 4,000 Wells Fargo shares in Q4 2017, an estimated $221K.
  • Central Asset Investments & Management Holdings first reported a position in Wells Fargo in Q3 2017 and held it in 1 quarter.
  • Central Asset Investments & Management Holdings's Wells Fargo position peaked at $221K in Q3 2017.
  • 2,053 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2017.

Based on Central Asset Investments & Management Holdings's 13F filing for Q4 2017, filed 13 Feb 2018.