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Concert Wealth Management’s Wells Fargo WFC Stock Holding History

Concert Wealth 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
2017
Q3 		– Sell
-11,093
Closed -$615K – 145
2017
Q2 		$615K Sell
11,093
-16,049
-59% -$860K 0.6% 49
2017
Q1 		$1.5M Sell
27,142
-594
-2% -$33.7K 0.34% 79
2016
Q4 		$1.53M Sell
27,736
-83,234
-75% -$4.19M 0.34% 73
2016
Q3 		$4.9M Buy
110,970
+14,818
+15% +$709K 0.6% 25
2016
Q2 		$4.55M Buy
96,152
+21,498
+29% +$1.05M 0.62% 25
2016
Q1 		$3.61M Buy
74,654
+1,247
+2% +$61.1K 0.48% 41
2015
Q4 		$3.99M Buy
73,407
+2,011
+3% +$109K 0.53% 37
2015
Q3 		$3.67M Buy
71,396
+701
+1% +$38.5K 0.5% 36
2015
Q2 		$3.98M Buy
70,695
+7,678
+12% +$428K 0.51% 32
2015
Q1 		$1.64M Sell
63,017
-856
-1% -$46.3K 0.47% 50
2014
Q4 		$3.49M Buy
63,873
+18,516
+41% +$980K 0.53% 27
2014
Q3 		$2.35M Sell
45,357
-710
-2% -$36.5K 0.32% 31
2014
Q2 		$2.33M Buy
46,067
+277
+0.6% +$13.9K 0.29% 36
2014
Q1 		$2.26M Sell
45,790
-642
-1% -$29.9K 0.28% 36
2013
Q4 		$2.1M Buy
46,432
+14,542
+46% +$628K 0.27% 42
2013
Q3 		$1.31M Sell
31,890
-3,857
-11% -$165K 0.19% 83
2013
Q2 		$1.47M Buy
+35,747
New +$1.39M 0.22% 52

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Concert Wealth Management's WFC Position: Q3 2017 in Review

Concert Wealth Management sold out of Wells Fargo (WFC) in Q3 2017, closing a stake of 11,093 shares — an estimated $615K sold.

Concert Wealth Management first reported a position in WFC in Q2 2013 and held it in 17 quarters. The position peaked at $4.9M in Q3 2016. 1,865 funds tracked by Wall St. Rank hold WFC as of Q3 2017.

  • Concert Wealth Management reported no remaining Wells Fargo position as of Q3 2017 after selling out during the quarter.
  • Concert Wealth Management sold 11,093 Wells Fargo shares in Q3 2017, an estimated $615K.
  • Concert Wealth Management first reported a position in Wells Fargo in Q2 2013 and held it in 17 quarters.
  • Concert Wealth Management's Wells Fargo position peaked at $4.9M in Q3 2016.
  • 1,865 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2017.

Based on Concert Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.