CT Financial Advisors’s Wells Fargo WFC Stock Holding History

CT Financial Advisors’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	$73.6K	Sell	1,323 -18	-1%	-$1.02K	0.05%	233
2016 Q4	$73.9K	Hold	1,341	–	–	0.05%	224
2016 Q3	$59.4K	Buy	1,341 +125	+10%	+$5.98K	0.04%	248
2016 Q2	$57.6K	Hold	1,216	–	–	0.04%	250
2016 Q1	$58.8K	Sell	1,216 -448	-27%	-$21.9K	0.03%	273
2015 Q4	$90.5K	Hold	1,664	–	–	0.05%	217
2015 Q3	$85.4K	Hold	1,664	–	–	0.05%	229
2015 Q2	$93.6K	Sell	1,664 -119	-7%	-$6.63K	0.05%	227
2015 Q1	$97K	Hold	1,783	–	–	0.05%	229
2014 Q4	$97.7K	Buy	+1,783	New	+$94.4K	0.07%	173
2014 Q1	$97K	Buy	+1,783	New	+$83.1K	0.05%	229

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

CT Financial Advisors's WFC Position: Q1 2017 in Review

CT Financial Advisors reduced its Wells Fargo (WFC) stake by 1.3% in Q1 2017, selling an estimated $1.02K and leaving 1,323 shares worth $73.6K. The position accounts for 0.05% of the portfolio, ranked #233.

CT Financial Advisors first reported a position in WFC in Q1 2014 and has held it in 11 quarters since. The position peaked at $97.7K in Q4 2014. 1,928 funds tracked by Wall St. Rank hold WFC as of Q1 2017.

CT Financial Advisors held 1,323 shares of Wells Fargo worth $73.6K as of Q1 2017.
CT Financial Advisors sold 18 Wells Fargo shares in Q1 2017, an estimated $1.02K.
Wells Fargo made up 0.05% of CT Financial Advisors's portfolio in Q1 2017, its #233 holding.
CT Financial Advisors first reported a position in Wells Fargo in Q1 2014 and has held it in 11 quarters since.
CT Financial Advisors's Wells Fargo position peaked at $97.7K in Q4 2014.
1,928 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.