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Donoghue Forlines’s Wells Fargo WFC Stock Holding History

Donoghue Forlines’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
Q4 		– Sell
-247,470
Closed -$13M – 154
2018
Q3 		$13M Sell
247,470
-43,101
-15% -$2.46M 1.01% 52
2018
Q2 		$16.1M Sell
290,571
-16,735
-5% -$897K 1.33% 30
2018
Q1 		$16.1M Buy
307,306
+11,404
+4% +$677K 1.4% 48
2017
Q4 		$18M Buy
+295,902
New +$16.7M 1.36% 34

Other funds holding WFC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Donoghue Forlines's WFC Position: Q4 2018 in Review

Donoghue Forlines sold out of Wells Fargo (WFC) in Q4 2018, closing a stake of 247,470 shares — an estimated $13M sold.

Donoghue Forlines first reported a position in WFC in Q4 2017 and held it in 4 quarters. The position peaked at $18M in Q4 2017. 2,007 funds tracked by Wall St. Rank hold WFC as of Q4 2018.

  • Donoghue Forlines reported no remaining Wells Fargo position as of Q4 2018 after selling out during the quarter.
  • Donoghue Forlines sold 247,470 Wells Fargo shares in Q4 2018, an estimated $13M.
  • Donoghue Forlines first reported a position in Wells Fargo in Q4 2017 and held it in 4 quarters.
  • Donoghue Forlines's Wells Fargo position peaked at $18M in Q4 2017.
  • 2,007 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2018.

Based on Donoghue Forlines's 13F filing for Q4 2018, filed 24 Jan 2019.