Charter Research & Investment Group’s Wells Fargo WFC Stock Holding History

Charter Research & Investment 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
2018 Q2	–	Sell	-43,545	Closed	-$2.28M	–	76
2018 Q1	$2.28M	Sell	43,545 -850	-2%	-$50.5K	2.72%	12
2017 Q4	$2.69M	Buy	+44,395	New	+$2.51M	3.02%	7
2016 Q3	$1.99M	Sell	44,940 -155	-0.3%	-$7.42K	2.34%	16
2016 Q2	$2.13M	Buy	45,095 +825	+2%	+$40.2K	2.44%	15
2016 Q1	$2.14M	Sell	44,270 -1,160	-3%	-$56.8K	2.45%	14
2015 Q4	$2.47M	Buy	+45,430	New	+$2.47M	2.87%	10

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Charter Research & Investment Group's WFC Position: Q2 2018 in Review

Charter Research & Investment Group sold out of Wells Fargo (WFC) in Q2 2018, closing a stake of 43,545 shares — an estimated $2.28M sold.

Charter Research & Investment Group first reported a position in WFC in Q4 2015 and held it in 6 quarters. The position peaked at $2.69M in Q4 2017. 1,979 funds tracked by Wall St. Rank hold WFC as of Q2 2018.

Charter Research & Investment Group reported no remaining Wells Fargo position as of Q2 2018 after selling out during the quarter.
Charter Research & Investment Group sold 43,545 Wells Fargo shares in Q2 2018, an estimated $2.28M.
Charter Research & Investment Group first reported a position in Wells Fargo in Q4 2015 and held it in 6 quarters.
Charter Research & Investment Group's Wells Fargo position peaked at $2.69M in Q4 2017.
1,979 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2018.

Based on Charter Research & Investment Group's 13F filing for Q2 2018, filed 10 Aug 2018.