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Columbia Partners Investment Management’s Wells Fargo WFC Stock Holding History

Columbia Partners Investment Management’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
-100,220
Closed -$5.25M – 242
2018
Q1 		$5.25M Buy
+100,220
New +$5.95M 0.67% 38
2017
Q3 		– Sell
-5,790
Closed -$320K – 261
2017
Q2 		$320K Sell
5,790
-6,186
-52% -$331K 0.04% 218
2017
Q1 		$666K Sell
11,976
-13,195
-52% -$749K 0.08% 199
2016
Q4 		$1.39M Sell
25,171
-6
-0% -$302 0.12% 206
2016
Q3 		$1.11M Buy
+25,177
New +$1.2M 0.09% 231
2015
Q3 		– Sell
-9,289
Closed -$522K – 384
2015
Q2 		$522K Buy
+9,289
New +$518K 0.03% 250
2014
Q4 		– Sell
-25,319
Closed -$1.31M – 364
2014
Q3 		$1.31M Sell
25,319
-171
-0.7% -$8.8K 0.07% 224
2014
Q2 		$1.34M Sell
25,490
-1,387
-5% -$69.7K 0.06% 237
2014
Q1 		$1.34M Sell
26,877
-1,613
-6% -$75.1K 0.06% 226
2013
Q4 		$1.29M Buy
28,490
+1,094
+4% +$47.2K 0.06% 221
2013
Q3 		$1.13M Buy
27,396
+314
+1% +$13.4K 0.05% 238
2013
Q2 		$1.12M Buy
+27,082
New +$1.06M 0.05% 241

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
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

Columbia Partners Investment Management's WFC Position: Q2 2018 in Review

Columbia Partners Investment Management sold out of Wells Fargo (WFC) in Q2 2018, closing a stake of 100,220 shares — an estimated $5.25M sold.

Columbia Partners Investment Management first reported a position in WFC in Q2 2013 and held it in 12 quarters. The position peaked at $5.25M in Q1 2018. 1,979 funds tracked by Wall St. Rank hold WFC as of Q2 2018.

  • Columbia Partners Investment Management reported no remaining Wells Fargo position as of Q2 2018 after selling out during the quarter.
  • Columbia Partners Investment Management sold 100,220 Wells Fargo shares in Q2 2018, an estimated $5.25M.
  • Columbia Partners Investment Management first reported a position in Wells Fargo in Q2 2013 and held it in 12 quarters.
  • Columbia Partners Investment Management's Wells Fargo position peaked at $5.25M in Q1 2018.
  • 1,979 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2018.

Based on Columbia Partners Investment Management's 13F filing for Q2 2018, filed 12 Jul 2018.