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Eagle Ridge Investment Management’s Wells Fargo WFC Stock Holding History

Eagle Ridge Investment 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
2019
Q2 		– Sell
-6,467
Closed -$312K – 166
2019
Q1 		$312K Sell
6,467
-2,649
-29% -$130K 0.05% 129
2018
Q4 		$420K Hold
9,116
– – 0.07% 108
2018
Q3 		$479K Hold
9,116
– – 0.07% 111
2018
Q2 		$505K Buy
9,116
+295
+3% +$15.8K 0.08% 110
2018
Q1 		$462K Sell
8,821
-1,179
-12% -$70K 0.07% 115
2017
Q4 		$607K Sell
10,000
-5,000
-33% -$282K 0.09% 104
2017
Q3 		$827K Sell
15,000
-26
-0.2% -$1.38K 0.14% 84
2017
Q2 		$833K Sell
15,026
-124
-0.8% -$6.64K 0.16% 75
2017
Q1 		$843K Buy
15,150
+8,462
+127% +$480K 0.17% 78
2016
Q4 		$369K Buy
+6,688
New +$336K 0.08% 101
2014
Q4 		– Sell
-11,686
Closed -$606K – 59
2014
Q3 		$606K Sell
11,686
-460
-4% -$23.7K 0.29% 44
2014
Q2 		$638K Sell
12,146
-1,393
-10% -$70K 0.3% 41
2014
Q1 		$673K Sell
13,539
-602
-4% -$28K 0.33% 39
2013
Q4 		$642K Sell
14,141
-155
-1% -$6.69K 0.32% 38
2013
Q3 		$591K Sell
14,296
-455
-3% -$19.4K 0.33% 35
2013
Q2 		$609K Buy
+14,751
New +$575K 0.35% 38

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Eagle Ridge Investment Management's WFC Position: Q2 2019 in Review

Eagle Ridge Investment Management sold out of Wells Fargo (WFC) in Q2 2019, closing a stake of 6,467 shares — an estimated $312K sold.

Eagle Ridge Investment Management first reported a position in WFC in Q2 2013 and held it in 16 quarters. The position peaked at $843K in Q1 2017. 1,954 funds tracked by Wall St. Rank hold WFC as of Q2 2019.

  • Eagle Ridge Investment Management reported no remaining Wells Fargo position as of Q2 2019 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 6,467 Wells Fargo shares in Q2 2019, an estimated $312K.
  • Eagle Ridge Investment Management first reported a position in Wells Fargo in Q2 2013 and held it in 16 quarters.
  • Eagle Ridge Investment Management's Wells Fargo position peaked at $843K in Q1 2017.
  • 1,954 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2019.

Based on Eagle Ridge Investment Management's 13F filing for Q2 2019, filed 1 Aug 2019.