Edmonds Duncan Registered Investment Advisors’s Wells Fargo WFC Stock Holding History

Edmonds Duncan Registered Investment 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
2020 Q1	–	Sell	-3,727	Closed	-$201K	–	125
2019 Q4	$201K	Buy	+3,727	New	+$195K	0.08%	107
2019 Q2	–	Sell	-5,727	Closed	-$277K	–	121
2019 Q1	$277K	Hold	5,727	–	–	0.12%	97
2018 Q4	$264K	Hold	5,727	–	–	0.12%	95
2018 Q3	$301K	Hold	5,727	–	–	0.12%	95
2018 Q2	$318K	Hold	5,727	–	–	0.14%	89
2018 Q1	$300K	Hold	5,727	–	–	0.13%	86
2017 Q4	$347K	Sell	5,727 -96	-2%	-$5.42K	0.16%	83
2017 Q3	$316K	Buy	5,823 +500	+9%	+$26.6K	0.15%	84
2017 Q2	$295K	Sell	5,323 -94	-2%	-$5.04K	0.17%	79
2017 Q1	$295K	Buy	+5,417	New	+$307K	0.16%	74
2016 Q1	–	Sell	-5,210	Closed	-$283K	–	99
2015 Q4	$283K	Buy	+5,210	New	+$283K	0.19%	81

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

Edmonds Duncan Registered Investment Advisors's WFC Position: Q1 2020 in Review

Edmonds Duncan Registered Investment Advisors sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 3,727 shares — an estimated $201K sold.

Edmonds Duncan Registered Investment Advisors first reported a position in WFC in Q4 2015 and held it in 11 quarters. The position peaked at $347K in Q4 2017. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

Edmonds Duncan Registered Investment Advisors reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
Edmonds Duncan Registered Investment Advisors sold 3,727 Wells Fargo shares in Q1 2020, an estimated $201K.
Edmonds Duncan Registered Investment Advisors first reported a position in Wells Fargo in Q4 2015 and held it in 11 quarters.
Edmonds Duncan Registered Investment Advisors's Wells Fargo position peaked at $347K in Q4 2017.
1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q1 2020, filed 7 Apr 2020.