Diversified Investment Strategies’s Wells Fargo WFC Stock Holding History

Diversified Investment Strategies’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 Q3	–	Sell	-3,775	Closed	-$209K	–	42
2018 Q2	$209K	Buy	+3,775	New	+$202K	0.19%	37
2018 Q1	–	Sell	-22,074	Closed	-$1.34M	–	45
2017 Q4	$1.34M	Hold	22,074	–	–	1.21%	22
2017 Q3	$1.22M	Hold	22,074	–	–	1.18%	21
2017 Q2	$1.22M	Hold	22,074	–	–	1.18%	25
2017 Q1	$1.23M	Sell	22,074 -1,225	-5%	-$69.5K	1.22%	25
2016 Q4	$1.28M	Sell	23,299 -991	-4%	-$49.8K	1.34%	22
2016 Q3	$1.08M	Buy	24,290 +616	+3%	+$29.5K	1.06%	28
2016 Q2	$1.12M	Hold	23,674	–	–	1.13%	26
2016 Q1	$1.15M	Buy	23,674 +200	+0.9%	+$9.79K	1.2%	25
2015 Q4	$1.28M	Hold	23,474	–	–	1.45%	21
2015 Q3	$1.21M	Sell	23,474 -1,250	-5%	-$68.7K	1.44%	22
2015 Q2	$1.39M	Hold	24,724	–	–	1.43%	21
2015 Q1	$1.34M	Hold	24,724	–	–	1.33%	26
2014 Q4	$1.35M	Hold	24,724	–	–	1.22%	24
2014 Q3	$1.28M	Hold	24,724	–	–	1.07%	27
2014 Q2	$1.3M	Sell	24,724 -800	-3%	-$40.2K	0.99%	29
2014 Q1	$1.27M	Hold	25,524	–	–	1.03%	25
2013 Q4	$1.16M	Sell	25,524 -625	-2%	-$27K	0.93%	28
2013 Q3	$1.08M	Sell	26,149 -550	-2%	-$23.5K	0.88%	36
2013 Q2	$1.1M	Buy	+26,699	New	+$1.04M	0.93%	34

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Diversified Investment Strategies's WFC Position: Q3 2018 in Review

Diversified Investment Strategies sold out of Wells Fargo (WFC) in Q3 2018, closing a stake of 3,775 shares — an estimated $209K sold.

Diversified Investment Strategies first reported a position in WFC in Q2 2013 and held it in 20 quarters. The position peaked at $1.39M in Q2 2015. 1,974 funds tracked by Wall St. Rank hold WFC as of Q3 2018.

Diversified Investment Strategies reported no remaining Wells Fargo position as of Q3 2018 after selling out during the quarter.
Diversified Investment Strategies sold 3,775 Wells Fargo shares in Q3 2018, an estimated $209K.
Diversified Investment Strategies first reported a position in Wells Fargo in Q2 2013 and held it in 20 quarters.
Diversified Investment Strategies's Wells Fargo position peaked at $1.39M in Q2 2015.
1,974 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2018.

Based on Diversified Investment Strategies's 13F filing for Q3 2018, filed 30 Oct 2018.