D. Scott Neal’s Wells Fargo WFC Stock Holding History

D. Scott Neal’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 Q2	–	Sell	-253	Closed	-$13K	–	160
2018 Q1	$13K	Hold	253	–	–	0.01%	121
2017 Q4	$15K	Hold	253	–	–	0.01%	121
2017 Q3	$14K	Buy	253 +76	+43%	+$4.04K	0.01%	124
2017 Q2	$10K	Hold	177	–	–	0.01%	143
2017 Q1	$10K	Hold	177	–	–	0.01%	118
2016 Q4	$10K	Hold	177	–	–	0.01%	118
2016 Q3	$8K	Hold	177	–	–	0.01%	119
2016 Q2	$8K	Hold	177	–	–	0.01%	116
2016 Q1	$9K	Hold	177	–	–	0.01%	103
2015 Q4	$10K	Buy	+177	New	+$9.61K	0.01%	100

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

D. Scott Neal's WFC Position: Q2 2018 in Review

D. Scott Neal sold out of Wells Fargo (WFC) in Q2 2018, closing a stake of 253 shares — an estimated $13K sold.

D. Scott Neal first reported a position in WFC in Q4 2015 and held it in 10 quarters. The position peaked at $15K in Q4 2017. 1,978 funds tracked by Wall St. Rank hold WFC as of Q2 2018.

D. Scott Neal reported no remaining Wells Fargo position as of Q2 2018 after selling out during the quarter.
D. Scott Neal sold 253 Wells Fargo shares in Q2 2018, an estimated $13K.
D. Scott Neal first reported a position in Wells Fargo in Q4 2015 and held it in 10 quarters.
D. Scott Neal's Wells Fargo position peaked at $15K in Q4 2017.
1,978 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2018.

Based on D. Scott Neal's 13F filing for Q2 2018, filed 15 Aug 2018.