Community Bank & Trust (Waco, Texas)’s Wells Fargo WFC Stock Holding History

Community Bank & Trust (Waco, Texas)’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
2020 Q1	–	Sell	-4,550	Closed	-$245K	–	132
2019 Q4	$245K	Hold	4,550	–	–	0.1%	115
2019 Q3	$230K	Sell	4,550 -368	-7%	-$17.3K	0.1%	122
2019 Q2	$233K	Hold	4,918	–	–	0.1%	124
2019 Q1	$238K	Hold	4,918	–	–	0.1%	125
2018 Q4	$227K	Hold	4,918	–	–	0.11%	120
2018 Q3	$258K	Hold	4,918	–	–	0.11%	124
2018 Q2	$273K	Buy	4,918 +368	+8%	+$19.7K	0.12%	116
2018 Q1	$238K	Sell	4,550 -300	-6%	-$17.8K	0.11%	115
2017 Q4	$294K	Hold	4,850	–	–	0.13%	111
2017 Q3	$267K	Hold	4,850	–	–	0.12%	110
2017 Q2	$269K	Hold	4,850	–	–	0.13%	107
2017 Q1	$270K	Hold	4,850	–	–	0.13%	103
2016 Q4	$267K	Hold	4,850	–	–	0.14%	103
2016 Q3	$215K	Hold	4,850	–	–	0.12%	107
2016 Q2	$230K	Hold	4,850	–	–	0.13%	101
2016 Q1	$235K	Sell	4,850 -500	-9%	-$24.5K	0.13%	99
2015 Q4	$291K	Buy	+5,350	New	+$290K	0.17%	89

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

Community Bank & Trust (Waco, Texas)'s WFC Position: Q1 2020 in Review

Community Bank & Trust (Waco, Texas) sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 4,550 shares — an estimated $245K sold.

Community Bank & Trust (Waco, Texas) first reported a position in WFC in Q4 2015 and held it in 17 quarters. The position peaked at $294K in Q4 2017. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

Community Bank & Trust (Waco, Texas) reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
Community Bank & Trust (Waco, Texas) sold 4,550 Wells Fargo shares in Q1 2020, an estimated $245K.
Community Bank & Trust (Waco, Texas) first reported a position in Wells Fargo in Q4 2015 and held it in 17 quarters.
Community Bank & Trust (Waco, Texas)'s Wells Fargo position peaked at $294K in Q4 2017.
1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Community Bank & Trust (Waco, Texas)'s 13F filing for Q1 2020, filed 24 Apr 2020.