City Financial Investment Company’s Wells Fargo WFC Stock Holding History

City Financial Investment Company’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	-399,900	Closed	-$21M	–	151
2018 Q1	$21M	Buy	+399,900	New	+$23.8M	1.41%	10
2017 Q1	–	Sell	-330,000	Closed	-$18.2M	–	84
2016 Q4	$18.2M	Buy	+330,000	New	+$16.6M	3.33%	9

Other funds holding WFC

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return