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Dean Investment Associates’s Wells Fargo WFC Stock Holding History

Dean Investment Associates’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
Q1 		– Sell
-7,054
Closed -$380K – 268
2019
Q4 		$380K Sell
7,054
-951
-12% -$49.8K 0.06% 208
2019
Q3 		$404K Sell
8,005
-275
-3% -$13K 0.06% 205
2019
Q2 		$392K Sell
8,280
-237
-3% -$11.1K 0.06% 203
2019
Q1 		$412K Sell
8,517
-1,191
-12% -$58.6K 0.06% 201
2018
Q4 		$447K Sell
9,708
-26,264
-73% -$1.35M 0.07% 198
2018
Q3 		$1.89M Buy
35,972
+703
+2% +$40.1K 0.26% 130
2018
Q2 		$1.96M Sell
35,269
-663
-2% -$35.5K 0.29% 124
2018
Q1 		$1.88M Sell
35,932
-63,975
-64% -$3.8M 0.28% 126
2017
Q4 		$6.06M Buy
99,907
+481
+0.5% +$27.2K 0.93% 21
2017
Q3 		$5.48M Sell
99,426
-354
-0.4% -$18.8K 0.83% 44
2017
Q2 		$5.53M Buy
99,780
+1,499
+2% +$80.3K 0.84% 41
2017
Q1 		$5.47M Sell
98,281
-34,537
-26% -$1.96M 0.91% 32
2016
Q4 		$7.32M Sell
132,818
-706
-0.5% -$35.5K 1.25% 5
2016
Q3 		$5.91M Buy
133,524
+1,421
+1% +$68K 1.1% 13
2016
Q2 		$6.25M Buy
132,103
+47,139
+55% +$2.3M 1.22% 7
2016
Q1 		$4.11M Sell
84,964
-554
-0.6% -$27.1K 0.84% 46
2015
Q4 		$4.65M Sell
85,518
-2,515
-3% -$137K 1.03% 23
2015
Q3 		$4.52M Sell
88,033
-324
-0.4% -$17.8K 1.02% 25
2015
Q2 		$4.97M Sell
88,357
-884
-1% -$49.3K 1.13% 17
2015
Q1 		$4.86M Sell
89,241
-2,648
-3% -$143K 1.13% 21
2014
Q4 		$5.04M Sell
91,889
-1,474
-2% -$78K 1.17% 17
2014
Q3 		$4.84M Buy
93,363
+229
+0.2% +$11.8K 1.18% 23
2014
Q2 		$4.89M Sell
93,134
-1,436
-2% -$72.2K 1.13% 24
2014
Q1 		$4.7M Sell
94,570
-1,425
-1% -$66.4K 1.13% 23
2013
Q4 		$4.36M Sell
95,995
-1,331
-1% -$57.5K 1.04% 27
2013
Q3 		$4.02M Sell
97,326
-1,295
-1% -$55.3K 1.05% 29
2013
Q2 		$4.07M Buy
+98,621
New +$3.84M 1.16% 23

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dean Investment Associates's WFC Position: Q1 2020 in Review

Dean Investment Associates sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 7,054 shares — an estimated $380K sold.

Dean Investment Associates first reported a position in WFC in Q2 2013 and held it in 27 quarters. The position peaked at $7.32M in Q4 2016. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

  • Dean Investment Associates reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
  • Dean Investment Associates sold 7,054 Wells Fargo shares in Q1 2020, an estimated $380K.
  • Dean Investment Associates first reported a position in Wells Fargo in Q2 2013 and held it in 27 quarters.
  • Dean Investment Associates's Wells Fargo position peaked at $7.32M in Q4 2016.
  • 1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Dean Investment Associates's 13F filing for Q1 2020, filed 14 May 2020.