East Coast Asset Management’s Wells Fargo WFC Stock Holding History

East Coast Asset 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
2018 Q1	–	Sell	-47,429	Closed	-$2.88M	–	93
2017 Q4	$2.88M	Sell	47,429 -16,518	-26%	-$933K	0.78%	24
2017 Q3	$3.53M	Sell	63,947 -7,801	-11%	-$415K	0.92%	20
2017 Q2	$3.98M	Sell	71,748 -4,844	-6%	-$260K	1.09%	18
2017 Q1	$4.26M	Sell	76,592 -11,721	-13%	-$665K	1.17%	19
2016 Q4	$4.87M	Buy	88,313 +1,992	+2%	+$100K	1.46%	16
2016 Q3	$3.82M	Buy	86,321 +4,121	+5%	+$197K	1.98%	17
2016 Q2	$3.89M	Sell	82,200 -11,308	-12%	-$551K	2.13%	15
2016 Q1	$4.52M	Buy	93,508 +10,261	+12%	+$502K	2.39%	12
2015 Q4	$4.53M	Buy	83,247 +12,115	+17%	+$658K	2.48%	10
2015 Q3	$3.65M	Buy	71,132 +4,729	+7%	+$260K	2.28%	7
2015 Q2	$3.73M	Sell	66,403 -91	-0.1%	-$5.07K	1.99%	10
2015 Q1	$3.62M	Buy	66,494 +2,015	+3%	+$109K	1.92%	11
2014 Q4	$3.54M	Buy	64,479 +1,475	+2%	+$78.1K	1.93%	11
2014 Q3	$3.27M	Sell	63,004 -937	-1%	-$48.2K	1.87%	13
2014 Q2	$3.36M	Buy	63,941 +1,042	+2%	+$52.4K	1.85%	14
2014 Q1	$3.13M	Buy	62,899 +1,397	+2%	+$65.1K	1.82%	14
2013 Q4	$2.79M	Buy	61,502 +3,626	+6%	+$157K	1.63%	21
2013 Q3	$2.39M	Buy	57,876 +1,179	+2%	+$50.3K	1.57%	19
2013 Q2	$2.34M	Buy	+56,697	New	+$2.21M	1.27%	18

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

East Coast Asset Management's WFC Position: Q1 2018 in Review

East Coast Asset Management sold out of Wells Fargo (WFC) in Q1 2018, closing a stake of 47,429 shares — an estimated $2.88M sold.

East Coast Asset Management first reported a position in WFC in Q2 2013 and held it in 19 quarters. The position peaked at $4.87M in Q4 2016. 2,009 funds tracked by Wall St. Rank hold WFC as of Q1 2018.

East Coast Asset Management reported no remaining Wells Fargo position as of Q1 2018 after selling out during the quarter.
East Coast Asset Management sold 47,429 Wells Fargo shares in Q1 2018, an estimated $2.88M.
East Coast Asset Management first reported a position in Wells Fargo in Q2 2013 and held it in 19 quarters.
East Coast Asset Management's Wells Fargo position peaked at $4.87M in Q4 2016.
2,009 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2018.

Based on East Coast Asset Management's 13F filing for Q1 2018, filed 15 May 2018.