Echinus Advisors’s Wells Fargo WFC Stock Holding History

Echinus Advisors’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
2017 Q3	–	Sell	-137,651	Closed	-$7.63M	–	12
2017 Q2	$7.63M	Hold	137,651	–	–	2%	9
2017 Q1	$7.66M	Sell	137,651 -39,000	-22%	-$2.21M	2.21%	9
2016 Q4	$9.73M	Buy	176,651 +7,728	+5%	+$389K	3.16%	8
2016 Q3	$7.48M	Sell	168,923 -30,000	-15%	-$1.44M	2.66%	8
2016 Q2	$9.41M	Sell	198,923 -200,000	-50%	-$9.75M	3.4%	9
2016 Q1	$19.3M	Hold	398,923	–	–	6.35%	8
2015 Q4	$21.7M	Hold	398,923	–	–	7.53%	8
2015 Q3	$20.5M	Buy	398,923 +30,000	+8%	+$1.65M	7.33%	7
2015 Q2	$20.7M	Hold	368,923	–	–	7.79%	7
2015 Q1	$20.1M	Buy	368,923 +41,000	+13%	+$2.22M	8.28%	6
2014 Q4	$18M	Buy	+327,923	New	+$17.4M	9.76%	6

Other funds holding WFC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Echinus Advisors's WFC Position: Q3 2017 in Review

Echinus Advisors sold out of Wells Fargo (WFC) in Q3 2017, closing a stake of 137,651 shares — an estimated $7.63M sold.

Echinus Advisors first reported a position in WFC in Q4 2014 and held it in 11 quarters. The position peaked at $21.7M in Q4 2015. 1,867 funds tracked by Wall St. Rank hold WFC as of Q3 2017.

Echinus Advisors reported no remaining Wells Fargo position as of Q3 2017 after selling out during the quarter.
Echinus Advisors sold 137,651 Wells Fargo shares in Q3 2017, an estimated $7.63M.
Echinus Advisors first reported a position in Wells Fargo in Q4 2014 and held it in 11 quarters.
Echinus Advisors's Wells Fargo position peaked at $21.7M in Q4 2015.
1,867 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2017.

Based on Echinus Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.