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CIBC Bank USA’s Wells Fargo WFC Stock Holding History

CIBC Bank USA’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
Q4 		$1.43M Sell
26,597
-554
-2% -$29K 0.19% 74
2019
Q3 		$1.37M Sell
27,151
-1,030
-4% -$48.5K 0.19% 71
2019
Q2 		$1.33M Buy
28,181
+3,756
+15% +$176K 0.19% 71
2019
Q1 		$1.18M Sell
24,425
-841
-3% -$41.4K 0.17% 72
2018
Q4 		$1.16M Sell
25,266
-1,390
-5% -$71.2K 0.19% 71
2018
Q3 		$1.4M Buy
26,656
+7
+0% +$400 0.19% 66
2018
Q2 		$1.48M Sell
26,649
-2,736
-9% -$147K 0.2% 63
2018
Q1 		$1.54M Sell
29,385
-1,979
-6% -$118K 0.21% 65
2017
Q4 		$1.9M Buy
31,364
+900
+3% +$50.8K 0.24% 58
2017
Q3 		$1.68M Sell
30,464
-2,498
-8% -$133K 0.22% 62
2017
Q2 		$1.83M Buy
32,962
+857
+3% +$45.9K 0.24% 51
2017
Q1 		$1.79M Buy
32,105
+1,463
+5% +$83K 0.25% 54
2016
Q4 		$1.69M Sell
30,642
-19,944
-39% -$1M 0.25% 55
2016
Q3 		$2.24M Sell
50,586
-5,165
-9% -$247K 0.34% 40
2016
Q2 		$2.64M Buy
55,751
+1,523
+3% +$74.3K 0.41% 30
2016
Q1 		$2.62M Sell
54,228
-3,065
-5% -$150K 0.46% 28
2015
Q4 		$3.12M Buy
57,293
+821
+1% +$44.6K 0.55% 27
2015
Q3 		$2.9M Buy
56,472
+1,122
+2% +$61.7K 0.53% 23
2015
Q2 		$3.11M Sell
55,350
-80
-0.1% -$4.46K 0.52% 26
2015
Q1 		$3.02M Sell
55,430
-3,812
-6% -$206K 0.53% 25
2014
Q4 		$3.25M Sell
59,242
-516
-0.9% -$27.3K 0.57% 24
2014
Q3 		$3.1M Sell
59,758
-1,197
-2% -$61.6K 0.62% 24
2014
Q2 		$3.2M Buy
60,955
+3,337
+6% +$168K 0.6% 25
2014
Q1 		$2.87M Sell
57,618
-3,642
-6% -$170K 0.59% 28
2013
Q4 		$2.78M Buy
61,260
+1,749
+3% +$75.5K 0.62% 29
2013
Q3 		$2.46M Sell
59,511
-400,090
-87% -$17.1M 0.6% 30
2013
Q2 		$19M Buy
+459,601
New +$17.9M 1.12% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

CIBC Bank USA's WFC Position: Q4 2019 in Review

CIBC Bank USA reduced its Wells Fargo (WFC) stake by 2% in Q4 2019, selling an estimated $29K and leaving 26,597 shares worth $1.43M. The position accounts for 0.19% of the portfolio, ranked #74.

CIBC Bank USA first reported a position in WFC in Q2 2013 and has held it in 27 quarters since. The position peaked at $19M in Q2 2013. 2,094 funds tracked by Wall St. Rank hold WFC as of Q4 2019.

  • CIBC Bank USA held 26,597 shares of Wells Fargo worth $1.43M as of Q4 2019.
  • CIBC Bank USA sold 554 Wells Fargo shares in Q4 2019, an estimated $29K.
  • Wells Fargo made up 0.19% of CIBC Bank USA's portfolio in Q4 2019, its #74 holding.
  • CIBC Bank USA first reported a position in Wells Fargo in Q2 2013 and has held it in 27 quarters since.
  • CIBC Bank USA's Wells Fargo position peaked at $19M in Q2 2013.
  • 2,094 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2019.

Based on CIBC Bank USA's 13F filing for Q4 2019, filed 29 Jan 2020.