Cypress Asset Management’s Wells Fargo WFC Stock Holding History

Cypress Asset 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
2018 Q4	–	Sell	-28,925	Closed	-$1.52M	–	174
2018 Q3	$1.52M	Sell	28,925 -3,565	-11%	-$204K	0.45%	65
2018 Q2	$1.8M	Sell	32,490 -74,971	-70%	-$4.02M	0.53%	59
2018 Q1	$5.63M	Sell	107,461 -57,752	-35%	-$3.43M	1.65%	16
2017 Q4	$10M	Sell	165,213 -9,878	-6%	-$558K	2.16%	9
2017 Q3	$9.66M	Sell	175,091 -16,440	-9%	-$874K	2.08%	8
2017 Q2	$10.6M	Sell	191,531 -9,275	-5%	-$497K	2.17%	9
2017 Q1	$11.2M	Sell	200,806 -4,952	-2%	-$281K	2.13%	10
2016 Q4	$11.3M	Sell	205,758 -3,390	-2%	-$170K	2.17%	10
2016 Q3	$9.26M	Sell	209,148 -2,020	-1%	-$96.7K	1.85%	13
2016 Q2	$9.99M	Sell	211,168 -10,815	-5%	-$527K	1.99%	10
2016 Q1	$10.7M	Sell	221,983 -3,121	-1%	-$153K	2.18%	9
2015 Q4	$12.2M	Sell	225,104 -1,300	-0.6%	-$70.6K	2.46%	6
2015 Q3	$11.6M	Sell	226,404 -500	-0.2%	-$27.5K	2.45%	6
2015 Q2	$12.8M	Buy	226,904 +692	+0.3%	+$38.6K	2.4%	6
2015 Q1	$12.3M	Sell	226,212 -6,175	-3%	-$334K	2.3%	6
2014 Q4	$12.7M	Buy	232,387 +1,539	+0.7%	+$81.5K	2.34%	7
2014 Q3	$12M	Sell	230,848 -4,675	-2%	-$240K	2.16%	9
2014 Q2	$12.4M	Sell	235,523 -6,920	-3%	-$348K	2.13%	9
2014 Q1	$12.1M	Sell	242,443 -12,415	-5%	-$578K	2.19%	7
2013 Q4	$11.6M	Buy	254,858 +1,340	+0.5%	+$57.9K	2.02%	12
2013 Q3	$10.5M	Buy	253,518 +21,145	+9%	+$903K	1.94%	13
2013 Q2	$9.59M	Buy	+232,373	New	+$9.05M	1.78%	16

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Cypress Asset Management's WFC Position: Q4 2018 in Review

Cypress Asset Management sold out of Wells Fargo (WFC) in Q4 2018, closing a stake of 28,925 shares — an estimated $1.52M sold.

Cypress Asset Management first reported a position in WFC in Q2 2013 and held it in 22 quarters. The position peaked at $12.8M in Q2 2015. 2,006 funds tracked by Wall St. Rank hold WFC as of Q4 2018.

Cypress Asset Management reported no remaining Wells Fargo position as of Q4 2018 after selling out during the quarter.
Cypress Asset Management sold 28,925 Wells Fargo shares in Q4 2018, an estimated $1.52M.
Cypress Asset Management first reported a position in Wells Fargo in Q2 2013 and held it in 22 quarters.
Cypress Asset Management's Wells Fargo position peaked at $12.8M in Q2 2015.
2,006 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2018.

Based on Cypress Asset Management's 13F filing for Q4 2018, filed 12 Feb 2019.