Cypress Wealth Advisors’s Wells Fargo WFC Stock Holding History

Cypress Wealth 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
2019 Q1	$435K	Sell	9,011 -918	-9%	-$45.2K	0.5%	55
2018 Q4	$458K	Sell	9,929 -102	-1%	-$5.22K	0.63%	45
2018 Q3	$527K	Sell	10,031 -64	-0.6%	-$3.65K	0.55%	53
2018 Q2	$560K	Sell	10,095 -126	-1%	-$6.75K	0.61%	51
2018 Q1	$536K	Buy	10,221 +916	+10%	+$54.4K	0.58%	53
2017 Q4	$565K	Buy	9,305 +447	+5%	+$25.2K	0.54%	51
2017 Q3	$489K	Sell	8,858 -1,450	-14%	-$77.1K	0.79%	32
2017 Q2	$571K	Sell	10,308 -7,582	-42%	-$406K	0.67%	41
2017 Q1	$996K	Sell	17,890 -126	-0.7%	-$7.15K	0.45%	49
2016 Q4	$993K	Buy	18,016 +671	+4%	+$33.7K	0.45%	51
2016 Q3	$768K	Buy	17,345 +1,648	+10%	+$78.9K	0.35%	61
2016 Q2	$743K	Buy	15,697 +93	+0.6%	+$4.53K	0.37%	64
2016 Q1	$755K	Buy	15,604 +4,388	+39%	+$215K	0.35%	57
2015 Q4	$610K	Buy	11,216 +236	+2%	+$12.8K	0.31%	74
2015 Q3	$564K	Buy	10,980 +3,522	+47%	+$194K	0.31%	72
2015 Q2	$419K	Buy	+7,458	New	+$416K	0.25%	99

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

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

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

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

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

Cypress Wealth Advisors's WFC Position: Q1 2019 in Review

Cypress Wealth Advisors reduced its Wells Fargo (WFC) stake by 9.2% in Q1 2019, selling an estimated $45.2K and leaving 9,011 shares worth $435K. The position accounts for 0.5% of the portfolio, ranked #55.

Cypress Wealth Advisors first reported a position in WFC in Q2 2015 and has held it in 16 quarters since. The position peaked at $996K in Q1 2017. 2,015 funds tracked by Wall St. Rank hold WFC as of Q1 2019.

Cypress Wealth Advisors held 9,011 shares of Wells Fargo worth $435K as of Q1 2019.
Cypress Wealth Advisors sold 918 Wells Fargo shares in Q1 2019, an estimated $45.2K.
Wells Fargo made up 0.5% of Cypress Wealth Advisors's portfolio in Q1 2019, its #55 holding.
Cypress Wealth Advisors first reported a position in Wells Fargo in Q2 2015 and has held it in 16 quarters since.
Cypress Wealth Advisors's Wells Fargo position peaked at $996K in Q1 2017.
2,015 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.