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Dragon Financial & Investment Group’s Wells Fargo WFC Stock Holding History

Dragon Financial & Investment Group’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
-4,647
Closed -$258K – 32
2018
Q2 		$258K Sell
4,647
-256
-5% -$13.7K 0.3% 27
2018
Q1 		$257K Buy
4,903
+227
+5% +$13.5K 0.23% 27
2017
Q4 		$284K Buy
+4,676
New +$264K 0.25% 26

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dragon Financial & Investment Group's WFC Position: Q3 2018 in Review

Dragon Financial & Investment Group sold out of Wells Fargo (WFC) in Q3 2018, closing a stake of 4,647 shares — an estimated $258K sold.

Dragon Financial & Investment Group first reported a position in WFC in Q4 2017 and held it in 3 quarters. The position peaked at $284K in Q4 2017. 1,973 funds tracked by Wall St. Rank hold WFC as of Q3 2018.

  • Dragon Financial & Investment Group reported no remaining Wells Fargo position as of Q3 2018 after selling out during the quarter.
  • Dragon Financial & Investment Group sold 4,647 Wells Fargo shares in Q3 2018, an estimated $258K.
  • Dragon Financial & Investment Group first reported a position in Wells Fargo in Q4 2017 and held it in 3 quarters.
  • Dragon Financial & Investment Group's Wells Fargo position peaked at $284K in Q4 2017.
  • 1,973 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2018.

Based on Dragon Financial & Investment Group's 13F filing for Q3 2018, filed 19 Oct 2018.