Clarfeld Financial Advisors’s Wells Fargo WFC Stock Holding History

Clarfeld Financial Advisors’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 Q4	$7K	Buy	+155	New	+$7.94K	0.01%	288

Other funds holding WFC

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Clarfeld Financial Advisors's WFC Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Wells Fargo (WFC) in Q4 2018: 155 shares worth $7K. The stake represents 0.01% of the portfolio and ranks #288 among its holdings.

2,008 funds tracked by Wall St. Rank hold WFC as of Q4 2018.

Clarfeld Financial Advisors held 155 shares of Wells Fargo worth $7K as of Q4 2018.
Wells Fargo was a new Clarfeld Financial Advisors position in Q4 2018.
Wells Fargo made up 0.01% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #288 holding.
2,008 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.