Clinton Group’s Wells Fargo WFC Stock Holding History

Clinton 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 Q3	–	Sell	-7,541	Closed	-$418K	–	391
2018 Q2	$418K	Buy	+7,541	New	+$404K	0.07%	280
2017 Q3	–	Sell	-157,632	Closed	-$8.73M	–	620
2017 Q2	$8.73M	Buy	157,632 +126,316	+403%	+$6.77M	0.89%	6
2017 Q1	$1.74M	Buy	+31,316	New	+$1.78M	0.1%	285
2016 Q4	–	Sell	-415,491	Closed	-$18.4M	–	1032
2016 Q3	$18.4M	Buy	+415,491	New	+$19.9M	0.86%	5
2016 Q2	–	Sell	-365,951	Closed	-$17.7M	–	1059
2016 Q1	$17.7M	Buy	365,951 +319,506	+688%	+$15.6M	1.06%	3
2015 Q4	$2.52M	Buy	+46,445	New	+$2.52M	0.2%	158
2015 Q2	–	Sell	-37,057	Closed	-$2.02M	–	722
2015 Q1	$2.02M	Buy	37,057 +532	+1%	+$28.8K	0.53%	33
2014 Q4	$2M	Buy	+36,525	New	+$1.93M	0.62%	22
2014 Q3	–	Sell	-10,395	Closed	-$546K	–	495
2014 Q2	$546K	Sell	10,395 -11,009	-51%	-$553K	0.27%	105
2014 Q1	$1.06M	Buy	21,404 +4,258	+25%	+$198K	0.39%	45
2013 Q4	$778K	Sell	17,146 -22,133	-56%	-$956K	0.26%	81
2013 Q3	$1.62M	Buy	39,279 +14,372	+58%	+$613K	0.49%	22
2013 Q2	$1.03M	Buy	+24,907	New	+$971K	0.33%	35

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

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

Clinton Group's WFC Position: Q3 2018 in Review

Clinton Group sold out of Wells Fargo (WFC) in Q3 2018, closing a stake of 7,541 shares — an estimated $418K sold.

Clinton Group first reported a position in WFC in Q2 2013 and held it in 13 quarters. The position peaked at $18.4M in Q3 2016. 1,973 funds tracked by Wall St. Rank hold WFC as of Q3 2018.

Clinton Group reported no remaining Wells Fargo position as of Q3 2018 after selling out during the quarter.
Clinton Group sold 7,541 Wells Fargo shares in Q3 2018, an estimated $418K.
Clinton Group first reported a position in Wells Fargo in Q2 2013 and held it in 13 quarters.
Clinton Group's Wells Fargo position peaked at $18.4M in Q3 2016.
1,973 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2018.

Based on Clinton Group's 13F filing for Q3 2018, filed 10 Oct 2018.