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EFG Asset Management (Americas)’s Wells Fargo WFC Stock Holding History

EFG Asset Management (Americas)’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
Q4 		– Sell
-5,526
Closed -$305K – 140
2017
Q3 		$305K Sell
5,526
-67,240
-92% -$3.57M 0.12% 122
2017
Q2 		$4.14M Sell
72,766
-79
-0.1% -$4.23K 1.56% 13
2017
Q1 		$4.18M Sell
72,845
-8,801
-11% -$499K 1.61% 10
2016
Q4 		$4.62M Buy
81,646
+8,734
+12% +$439K 2.01% 10
2016
Q3 		$3.27M Sell
72,912
-20,473
-22% -$980K 1.38% 27
2016
Q2 		$4.46M Buy
93,385
+9,685
+12% +$472K 2.1% 14
2016
Q1 		$4.09M Buy
83,700
+5,203
+7% +$255K 2.05% 12
2015
Q4 		$4.02M Buy
78,497
+18,047
+30% +$980K 2.49% 8
2015
Q3 		$3.15M Buy
60,450
+22,975
+61% +$1.26M 1.96% 9
2015
Q2 		$2.13M Buy
37,475
+22,638
+153% +$1.26M 1.31% 10
2015
Q1 		$807K Sell
14,837
-7,673
-34% -$415K 0.63% 20
2014
Q4 		$1.23M Buy
22,510
+17,760
+374% +$940K 0.75% 16
2014
Q3 		$249K Buy
4,750
+1,048
+28% +$53.9K 0.25% 25
2014
Q2 		$195K Buy
3,702
+1,569
+74% +$78.9K 0.17% 27
2014
Q1 		$106K Buy
+2,133
New +$99.4K 0.09% 37

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

EFG Asset Management (Americas)'s WFC Position: Q4 2017 in Review

EFG Asset Management (Americas) sold out of Wells Fargo (WFC) in Q4 2017, closing a stake of 5,526 shares — an estimated $305K sold.

EFG Asset Management (Americas) first reported a position in WFC in Q1 2014 and held it in 15 quarters. The position peaked at $4.62M in Q4 2016. 2,053 funds tracked by Wall St. Rank hold WFC as of Q4 2017.

  • EFG Asset Management (Americas) reported no remaining Wells Fargo position as of Q4 2017 after selling out during the quarter.
  • EFG Asset Management (Americas) sold 5,526 Wells Fargo shares in Q4 2017, an estimated $305K.
  • EFG Asset Management (Americas) first reported a position in Wells Fargo in Q1 2014 and held it in 15 quarters.
  • EFG Asset Management (Americas)'s Wells Fargo position peaked at $4.62M in Q4 2016.
  • 2,053 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2017.

Based on EFG Asset Management (Americas)'s 13F filing for Q4 2017, filed 7 Feb 2018.