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Clearwater Capital Advisors’s Wells Fargo WFC Stock Holding History

Clearwater Capital 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
Q2 		– Sell
-1,705
Closed -$89K – 560
2018
Q1 		$89K Buy
+1,705
New +$101K 0.02% 243

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BlackRock
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Clearwater Capital Advisors's WFC Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of Wells Fargo (WFC) in Q2 2018, closing a stake of 1,705 shares — an estimated $89K sold.

Clearwater Capital Advisors first reported a position in WFC in Q1 2018 and held it in 1 quarter. The position peaked at $89K in Q1 2018. 1,979 funds tracked by Wall St. Rank hold WFC as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining Wells Fargo position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 1,705 Wells Fargo shares in Q2 2018, an estimated $89K.
  • Clearwater Capital Advisors first reported a position in Wells Fargo in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's Wells Fargo position peaked at $89K in Q1 2018.
  • 1,979 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.