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DDD Partners’s Wells Fargo WFC Stock Holding History

DDD Partners’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
Q3 		– Sell
-181,331
Closed -$8.58M – 51
2019
Q2 		$8.58M Buy
181,331
+116,935
+182% +$5.47M 2.74% 18
2019
Q1 		$3.11M Buy
64,396
+2,728
+4% +$134K 1.07% 29
2018
Q4 		$2.84M Buy
61,668
+444
+0.7% +$22.7K 1.06% 32
2018
Q3 		$3.22M Buy
61,224
+36
+0.1% +$2.06K 1.14% 32
2018
Q2 		$3.39M Buy
61,188
+1,308
+2% +$70.1K 1.38% 30
2018
Q1 		$3.14M Buy
59,880
+1,587
+3% +$94.3K 1.26% 33
2017
Q4 		$3.54M Buy
+58,293
New +$3.29M 1.38% 32

Other funds holding WFC

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Vanguard Group
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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

DDD Partners's WFC Position: Q3 2019 in Review

DDD Partners sold out of Wells Fargo (WFC) in Q3 2019, closing a stake of 181,331 shares — an estimated $8.58M sold.

DDD Partners first reported a position in WFC in Q4 2017 and held it in 7 quarters. The position peaked at $8.58M in Q2 2019. 1,938 funds tracked by Wall St. Rank hold WFC as of Q3 2019.

  • DDD Partners reported no remaining Wells Fargo position as of Q3 2019 after selling out during the quarter.
  • DDD Partners sold 181,331 Wells Fargo shares in Q3 2019, an estimated $8.58M.
  • DDD Partners first reported a position in Wells Fargo in Q4 2017 and held it in 7 quarters.
  • DDD Partners's Wells Fargo position peaked at $8.58M in Q2 2019.
  • 1,938 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2019.

Based on DDD Partners's 13F filing for Q3 2019, filed 12 Nov 2019.