Epstein & White Financial’s Wells Fargo WFC Stock Holding History

Epstein & White Financial’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	-21,146	Closed	-$1.14M	–	89
2019 Q4	$1.14M	Buy	21,146 +16,452	+350%	+$862K	0.5%	18
2019 Q3	$237K	Sell	4,694 -395	-8%	-$18.6K	0.12%	61
2019 Q2	$240K	Buy	5,089 +3	+0.1%	+$140	0.13%	72
2019 Q1	$245K	Buy	5,086 +71	+1%	+$3.49K	0.14%	65
2018 Q4	$231K	Buy	5,015 +93	+2%	+$4.76K	0.14%	67
2018 Q3	$259K	Buy	4,922 +23	+0.5%	+$1.31K	0.17%	71
2018 Q2	$272K	Hold	4,899	–	–	0.2%	83
2018 Q1	$257K	Hold	4,899	–	–	0.16%	93
2017 Q4	$306K	Buy	+4,899	New	+$277K	0.18%	78

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

Epstein & White Financial's WFC Position: Q1 2020 in Review

Epstein & White Financial sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 21,146 shares — an estimated $1.14M sold.

Epstein & White Financial first reported a position in WFC in Q4 2017 and held it in 9 quarters. The position peaked at $1.14M in Q4 2019. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

Epstein & White Financial reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
Epstein & White Financial sold 21,146 Wells Fargo shares in Q1 2020, an estimated $1.14M.
Epstein & White Financial first reported a position in Wells Fargo in Q4 2017 and held it in 9 quarters.
Epstein & White Financial's Wells Fargo position peaked at $1.14M in Q4 2019.
1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Epstein & White Financial's 13F filing for Q1 2020, filed 13 Apr 2020.