CFP
WFC icon

Cornerstone Financial Partners’s Wells Fargo WFC Stock Holding History

Cornerstone Financial Partners’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
-7,921
Closed -$441K – 130
2017
Q2 		$441K Buy
7,921
+708
+10% +$37.9K 0.17% 84
2017
Q1 		$402K Sell
7,213
-3,409
-32% -$193K 0.13% 108
2016
Q4 		$586K Sell
10,622
-748
-7% -$37.6K 0.19% 94
2016
Q3 		$501K Buy
11,370
+6,576
+137% +$315K 0.18% 91
2016
Q2 		$225K Sell
4,794
-36,865
-88% -$1.8M 0.08% 149
2016
Q1 		$2.01M Buy
41,659
+8,762
+27% +$429K 0.78% 32
2015
Q4 		$1.79M Buy
+32,897
New +$1.79M 0.66% 41

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Cornerstone Financial Partners's WFC Position: Q3 2017 in Review

Cornerstone Financial Partners sold out of Wells Fargo (WFC) in Q3 2017, closing a stake of 7,921 shares — an estimated $441K sold.

Cornerstone Financial Partners first reported a position in WFC in Q4 2015 and held it in 7 quarters. The position peaked at $2.01M in Q1 2016. 1,866 funds tracked by Wall St. Rank hold WFC as of Q3 2017.

  • Cornerstone Financial Partners reported no remaining Wells Fargo position as of Q3 2017 after selling out during the quarter.
  • Cornerstone Financial Partners sold 7,921 Wells Fargo shares in Q3 2017, an estimated $441K.
  • Cornerstone Financial Partners first reported a position in Wells Fargo in Q4 2015 and held it in 7 quarters.
  • Cornerstone Financial Partners's Wells Fargo position peaked at $2.01M in Q1 2016.
  • 1,866 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2017.

Based on Cornerstone Financial Partners's 13F filing for Q3 2017, filed 9 Nov 2017.