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Cumberland Partners’s Wells Fargo WFC Stock Holding History

Cumberland 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
2020
Q2 		– Sell
-15,288
Closed -$439K – 176
2020
Q1 		$439K Sell
15,288
-120,400
-89% -$5.12M 0.05% 129
2019
Q4 		$7.3M Buy
135,688
+40,525
+43% +$2.12M 0.65% 48
2019
Q3 		$4.8M Buy
95,163
+25,134
+36% +$1.18M 0.46% 58
2019
Q2 		$3.31M Buy
70,029
+1,036
+2% +$48.4K 0.32% 69
2019
Q1 		$3.33M Buy
68,993
+850
+1% +$41.8K 0.34% 67
2018
Q4 		$3.14M Sell
68,143
-4,004
-6% -$205K 0.35% 57
2018
Q3 		$3.79M Sell
72,147
-1,460
-2% -$83.4K 0.36% 55
2018
Q2 		$4.08M Buy
+73,607
New +$3.94M 0.41% 55
2018
Q1 		– Sell
-43,165
Closed -$2.62M – 61
2017
Q4 		$2.62M Sell
43,165
-111,580
-72% -$6.3M 0.34% 45
2017
Q3 		$8.53M Sell
154,745
-7,170
-4% -$381K 1.15% 28
2017
Q2 		$8.97M Sell
161,915
-139,680
-46% -$7.48M 1.27% 29
2017
Q1 		$16.8M Sell
301,595
-129,000
-30% -$7.32M 2.45% 13
2016
Q4 		$23.7M Sell
430,595
-245,035
-36% -$12.3M 3.61% 10
2016
Q3 		$29.9M Buy
675,630
+310,360
+85% +$14.9M 4.2% 8
2016
Q2 		$17.3M Buy
365,270
+85,985
+31% +$4.19M 2.45% 16
2016
Q1 		$13.5M Buy
+279,285
New +$13.7M 1.87% 20

Other funds holding WFC

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Cumberland Partners's WFC Position: Q2 2020 in Review

Cumberland Partners sold out of Wells Fargo (WFC) in Q2 2020, closing a stake of 15,288 shares — an estimated $439K sold.

Cumberland Partners first reported a position in WFC in Q1 2016 and held it in 16 quarters. The position peaked at $29.9M in Q3 2016. 1,750 funds tracked by Wall St. Rank hold WFC as of Q2 2020.

  • Cumberland Partners reported no remaining Wells Fargo position as of Q2 2020 after selling out during the quarter.
  • Cumberland Partners sold 15,288 Wells Fargo shares in Q2 2020, an estimated $439K.
  • Cumberland Partners first reported a position in Wells Fargo in Q1 2016 and held it in 16 quarters.
  • Cumberland Partners's Wells Fargo position peaked at $29.9M in Q3 2016.
  • 1,750 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2020.

Based on Cumberland Partners's 13F filing for Q2 2020, filed 4 Aug 2020.