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Cutler Capital Management’s Wells Fargo WFC Stock Holding History

Cutler 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
Q2 		– Sell
-3,100
Closed -$172K – 87
2017
Q1 		$172K Sell
3,100
-7,000
-69% -$397K 0.08% 73
2016
Q4 		$556K Sell
10,100
-3,000
-23% -$151K 0.26% 57
2016
Q3 		$580K Buy
13,100
+1,000
+8% +$47.9K 0.19% 55
2016
Q2 		$573 Hold
12,100
– – 0.16% 55
2016
Q1 		$585K Buy
+12,100
New +$592K 0.28% 52
2014
Q1 		– Sell
-5,100
Closed -$231K – 113
2013
Q4 		$231K Hold
5,100
– – 0.09% 89
2013
Q3 		$211K Sell
5,100
-10,300
-67% -$440K 0.09% 99
2013
Q2 		$635K Buy
+15,400
New +$600K 0.28% 50

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
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cutler Capital Management's WFC Position: Q2 2017 in Review

Cutler Capital Management sold out of Wells Fargo (WFC) in Q2 2017, closing a stake of 3,100 shares — an estimated $172K sold.

Cutler Capital Management first reported a position in WFC in Q2 2013 and held it in 8 quarters. The position peaked at $635K in Q2 2013. 1,913 funds tracked by Wall St. Rank hold WFC as of Q2 2017.

  • Cutler Capital Management reported no remaining Wells Fargo position as of Q2 2017 after selling out during the quarter.
  • Cutler Capital Management sold 3,100 Wells Fargo shares in Q2 2017, an estimated $172K.
  • Cutler Capital Management first reported a position in Wells Fargo in Q2 2013 and held it in 8 quarters.
  • Cutler Capital Management's Wells Fargo position peaked at $635K in Q2 2013.
  • 1,913 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2017.

Based on Cutler Capital Management's 13F filing for Q2 2017, filed 26 Jul 2017.