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Cynosure Advisors’s Wells Fargo WFC Stock Holding History

Cynosure 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
2018
Q3 		$90.1M Buy
1,713,474
+272,041
+19% +$15.5M 37.77% 1
2018
Q2 		$79.9M Sell
1,441,433
-631,645
-30% -$33.8M 21.73% 1
2018
Q1 		$109M Sell
2,073,078
-22,157
-1% -$1.32M 27.41% 1
2017
Q4 		$127M Buy
+2,095,235
New +$118M 29.23% 1

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Cynosure Advisors's WFC Position: Q3 2018 in Review

Cynosure Advisors increased its Wells Fargo (WFC) stake by 19% in Q3 2018, buying an estimated $15.5M and bringing the position to 1,713,474 shares worth $90.1M. The position accounts for 37.77% of the portfolio, ranked #1.

Cynosure Advisors first reported a position in WFC in Q4 2017 and has held it in 4 quarters since. The position peaked at $127M in Q4 2017. 1,973 funds tracked by Wall St. Rank hold WFC as of Q3 2018.

  • Cynosure Advisors held 1,713,474 shares of Wells Fargo worth $90.1M as of Q3 2018.
  • Cynosure Advisors bought 272,041 Wells Fargo shares in Q3 2018, an estimated $15.5M.
  • Wells Fargo made up 37.77% of Cynosure Advisors's portfolio in Q3 2018, its #1 holding.
  • Cynosure Advisors first reported a position in Wells Fargo in Q4 2017 and has held it in 4 quarters since.
  • Cynosure Advisors's Wells Fargo position peaked at $127M in Q4 2017.
  • 1,973 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2018.

Based on Cynosure Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.