Delphi Private Advisors’s Wells Fargo WFC Stock Holding History

Delphi Private 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 Q2	$10K	Hold	216	–	–	0.05%	37
2019 Q1	$10K	Hold	216	–	–	0.05%	29
2018 Q4	$10K	Hold	216	–	–	0.06%	35
2018 Q3	$11K	Hold	216	–	–	0.04%	57
2018 Q2	$12K	Hold	216	–	–	0.04%	63
2018 Q1	$11K	Sell	216 -2,246	-91%	-$133K	0.04%	63
2017 Q4	$149K	Buy	2,462 +2,006	+440%	+$113K	0.37%	26
2017 Q3	$25K	Sell	456 -1,561	-77%	-$83K	0.07%	57
2017 Q2	$100K	Buy	2,017 +1,461	+263%	+$78.3K	0.2%	21
2017 Q1	$31K	Sell	556 -530	-49%	-$30.1K	0.06%	49
2016 Q4	$60K	Hold	1,086	–	–	0.11%	36
2016 Q3	$48K	Sell	1,086 -380	-26%	-$18.2K	0.08%	37
2016 Q2	$69K	Sell	1,466 -95	-6%	-$4.63K	0.13%	35
2016 Q1	$75K	Sell	1,561 -384	-20%	-$18.8K	0.13%	36
2015 Q4	$106K	Buy	+1,945	New	+$106K	0.18%	32

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Delphi Private Advisors's WFC Position: Q2 2019 in Review

Delphi Private Advisors held its Wells Fargo (WFC) position steady in Q2 2019 at 216 shares worth $10K. The position accounts for 0.05% of the portfolio, ranked #37.

Delphi Private Advisors first reported a position in WFC in Q4 2015 and has held it in 15 quarters since. The position peaked at $149K in Q4 2017. 1,954 funds tracked by Wall St. Rank hold WFC as of Q2 2019.

Delphi Private Advisors held 216 shares of Wells Fargo worth $10K as of Q2 2019.
Delphi Private Advisors left its Wells Fargo share count unchanged in Q2 2019.
Wells Fargo made up 0.05% of Delphi Private Advisors's portfolio in Q2 2019, its #37 holding.
Delphi Private Advisors first reported a position in Wells Fargo in Q4 2015 and has held it in 15 quarters since.
Delphi Private Advisors's Wells Fargo position peaked at $149K in Q4 2017.
1,954 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2019.

Based on Delphi Private Advisors's 13F filing for Q2 2019, filed 17 Jul 2019.