Edge Advisors’s Wells Fargo WFC Stock Holding History

Edge 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
2018 Q2	$1.94M	Sell	35,063 -13,285	-27%	-$712K	0.17%	122
2018 Q1	$2.53M	Buy	48,348 +10,806	+29%	+$642K	0.24%	101
2017 Q4	$2.28M	Sell	37,542 -86	-0.2%	-$4.86K	0.22%	107
2017 Q3	$2.07M	Sell	37,628 -3,041	-7%	-$162K	0.23%	101
2017 Q2	$2.25M	Sell	40,669 -92,116	-69%	-$4.94M	0.26%	96
2017 Q1	$7.39M	Buy	132,785 +2,106	+2%	+$119K	0.9%	23
2016 Q4	$7.2M	Buy	+130,679	New	+$6.57M	0.93%	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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Edge Advisors's WFC Position: Q2 2018 in Review

Edge Advisors reduced its Wells Fargo (WFC) stake by 27% in Q2 2018, selling an estimated $712K and leaving 35,063 shares worth $1.94M. The position accounts for 0.17% of the portfolio, ranked #122.

Edge Advisors first reported a position in WFC in Q4 2016 and has held it in 7 quarters since. The position peaked at $7.39M in Q1 2017. 1,978 funds tracked by Wall St. Rank hold WFC as of Q2 2018.

Edge Advisors held 35,063 shares of Wells Fargo worth $1.94M as of Q2 2018.
Edge Advisors sold 13,285 Wells Fargo shares in Q2 2018, an estimated $712K.
Wells Fargo made up 0.17% of Edge Advisors's portfolio in Q2 2018, its #122 holding.
Edge Advisors first reported a position in Wells Fargo in Q4 2016 and has held it in 7 quarters since.
Edge Advisors's Wells Fargo position peaked at $7.39M in Q1 2017.
1,978 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.