Cypress Capital Management (Delaware)’s Wells Fargo WFC Stock Holding History

Cypress Capital Management (Delaware)’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	-9,997	Closed	-$287K	–	165
2020 Q1	$287K	Hold	9,997	–	–	0.06%	133
2019 Q4	$538K	Sell	9,997 -200	-2%	-$10.5K	0.08%	120
2019 Q3	$514K	Sell	10,197 -1,150	-10%	-$54.2K	0.08%	117
2019 Q2	$537K	Sell	11,347 -986	-8%	-$46.1K	0.09%	117
2019 Q1	$596K	Sell	12,333 -2,750	-18%	-$135K	0.11%	106
2018 Q4	$695K	Hold	15,083	–	–	0.14%	89
2018 Q3	$793K	Sell	15,083 -270	-2%	-$15.4K	0.14%	91
2018 Q2	$851K	Sell	15,353 -3,181	-17%	-$170K	0.16%	79
2018 Q1	$971K	Sell	18,534 -1,732	-9%	-$103K	0.19%	69
2017 Q4	$1.23M	Buy	20,266 +703	+4%	+$39.7K	0.24%	61
2017 Q3	$1.08M	Buy	19,563 +515	+3%	+$27.4K	0.23%	62
2017 Q2	$1.05M	Buy	19,048 +4,450	+30%	+$238K	0.25%	56
2017 Q1	$813K	Buy	14,598 +4,851	+50%	+$275K	0.21%	57
2016 Q4	$537K	Buy	9,747 +4,870	+100%	+$245K	0.14%	67
2016 Q3	$216K	Buy	+4,877	New	+$233K	0.07%	67
2016 Q1	–	Sell	-3,849	Closed	-$209K	–	72
2015 Q4	$209K	Buy	+3,849	New	+$209K	0.06%	69
2015 Q3	–	Sell	-3,771	Closed	-$212K	–	74
2015 Q2	$212K	Hold	3,771	–	–	0.06%	67
2015 Q1	$205K	Buy	+3,771	New	+$204K	0.06%	66

Other funds holding WFC

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Cypress Capital Management (Delaware)'s WFC Position: Q2 2020 in Review

Cypress Capital Management (Delaware) sold out of Wells Fargo (WFC) in Q2 2020, closing a stake of 9,997 shares — an estimated $287K sold.

Cypress Capital Management (Delaware) first reported a position in WFC in Q1 2015 and held it in 18 quarters. The position peaked at $1.23M in Q4 2017. 1,749 funds tracked by Wall St. Rank hold WFC as of Q2 2020.

Cypress Capital Management (Delaware) reported no remaining Wells Fargo position as of Q2 2020 after selling out during the quarter.
Cypress Capital Management (Delaware) sold 9,997 Wells Fargo shares in Q2 2020, an estimated $287K.
Cypress Capital Management (Delaware) first reported a position in Wells Fargo in Q1 2015 and held it in 18 quarters.
Cypress Capital Management (Delaware)'s Wells Fargo position peaked at $1.23M in Q4 2017.
1,749 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2020.

Based on Cypress Capital Management (Delaware)'s 13F filing for Q2 2020, filed 13 Aug 2020.