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Dimension Capital Management’s Wells Fargo WFC Stock Holding History

Dimension Capital Management’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
2017
Q3 		– Sell
-5,518
Closed -$306K – 92
2017
Q2 		$306K Hold
5,518
– – 0.1% 72
2017
Q1 		$307K Buy
+5,518
New +$313K 0.11% 42

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimension Capital Management's WFC Position: Q3 2017 in Review

Dimension Capital Management sold out of Wells Fargo (WFC) in Q3 2017, closing a stake of 5,518 shares — an estimated $306K sold.

Dimension Capital Management first reported a position in WFC in Q1 2017 and held it in 2 quarters. The position peaked at $307K in Q1 2017. 1,865 funds tracked by Wall St. Rank hold WFC as of Q3 2017.

  • Dimension Capital Management reported no remaining Wells Fargo position as of Q3 2017 after selling out during the quarter.
  • Dimension Capital Management sold 5,518 Wells Fargo shares in Q3 2017, an estimated $306K.
  • Dimension Capital Management first reported a position in Wells Fargo in Q1 2017 and held it in 2 quarters.
  • Dimension Capital Management's Wells Fargo position peaked at $307K in Q1 2017.
  • 1,865 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2017.

Based on Dimension Capital Management's 13F filing for Q3 2017, filed 15 Nov 2017.