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Consolidated Capital Management’s Wells Fargo WFC Stock Holding History

Consolidated Capital 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
Q1 		– Sell
-10,376
Closed -$572K – 53
2016
Q4 		$572K Buy
+10,376
New +$522K 1.13% 19

Other funds holding WFC

Berkshire Hathaway
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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Consolidated Capital Management's WFC Position: Q1 2017 in Review

Consolidated Capital Management sold out of Wells Fargo (WFC) in Q1 2017, closing a stake of 10,376 shares — an estimated $572K sold.

Consolidated Capital Management first reported a position in WFC in Q4 2016 and held it in 1 quarter. The position peaked at $572K in Q4 2016. 1,928 funds tracked by Wall St. Rank hold WFC as of Q1 2017.

  • Consolidated Capital Management reported no remaining Wells Fargo position as of Q1 2017 after selling out during the quarter.
  • Consolidated Capital Management sold 10,376 Wells Fargo shares in Q1 2017, an estimated $572K.
  • Consolidated Capital Management first reported a position in Wells Fargo in Q4 2016 and held it in 1 quarter.
  • Consolidated Capital Management's Wells Fargo position peaked at $572K in Q4 2016.
  • 1,928 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2017.

Based on Consolidated Capital Management's 13F filing for Q1 2017, filed 12 May 2017.