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Evelyn V. Moreno’s Wells Fargo WFC Stock Holding History

Evelyn V. Moreno’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
2019
Q4 		– Sell
-4,125
Closed -$208K – 67
2019
Q3 		$208K Sell
4,125
-61,704
-94% -$2.91M 0.06% 65
2019
Q2 		$3.12M Sell
65,829
-11,720
-15% -$548K 0.95% 42
2019
Q1 		$3.75M Sell
77,549
-1,955
-2% -$96.2K 1.11% 38
2018
Q4 		$3.66M Sell
79,504
-24,454
-24% -$1.25M 1.21% 37
2018
Q3 		$5.46M Sell
103,958
-3,882
-4% -$222K 1.53% 35
2018
Q2 		$5.98M Sell
107,840
-16,400
-13% -$879K 1.74% 32
2018
Q1 		$6.51M Sell
124,240
-385
-0.3% -$22.9K 1.99% 21
2017
Q4 		$7.56M Sell
124,625
-7,110
-5% -$402K 2.29% 14
2017
Q3 		$7.26M Sell
131,735
-520
-0.4% -$27.6K 2.17% 17
2017
Q2 		$7.33M Sell
132,255
-1,275
-1% -$68.3K 2.25% 15
2017
Q1 		$7.43M Buy
133,530
+15,300
+13% +$868K 2.26% 15
2016
Q4 		$6.52M Sell
118,230
-425
-0.4% -$21.4K 2.35% 14
2016
Q3 		$5.25M Buy
118,655
+1,390
+1% +$66.5K 1.93% 21
2016
Q2 		$5.55M Buy
117,265
+12,325
+12% +$601K 2.11% 17
2016
Q1 		$5.08M Buy
104,940
+1,370
+1% +$67.1K 1.96% 16
2015
Q4 		$5.63M Buy
103,570
+22,685
+28% +$1.23M 2.35% 7
2015
Q3 		$4.15M Sell
80,885
-1,330
-2% -$73.1K 1.78% 22
2015
Q2 		$4.62M Sell
82,215
-565
-0.7% -$31.5K 1.84% 17
2015
Q1 		$4.5M Sell
82,780
-3,710
-4% -$200K 1.7% 23
2014
Q4 		$4.74M Buy
86,490
+23,070
+36% +$1.22M 1.74% 19
2014
Q3 		$3.29M Sell
63,420
-1,725
-3% -$88.7K 1.26% 45
2014
Q2 		$3.42M Buy
65,145
+5,160
+9% +$259K 1.29% 43
2014
Q1 		$2.98M Sell
59,985
-150
-0.2% -$6.99K 1.17% 46
2013
Q4 		$2.73M Buy
+60,135
New +$2.6M 1.13% 48

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Evelyn V. Moreno's WFC Position: Q4 2019 in Review

Evelyn V. Moreno sold out of Wells Fargo (WFC) in Q4 2019, closing a stake of 4,125 shares — an estimated $208K sold.

Evelyn V. Moreno first reported a position in WFC in Q4 2013 and held it in 24 quarters. The position peaked at $7.56M in Q4 2017. 2,094 funds tracked by Wall St. Rank hold WFC as of Q4 2019.

  • Evelyn V. Moreno reported no remaining Wells Fargo position as of Q4 2019 after selling out during the quarter.
  • Evelyn V. Moreno sold 4,125 Wells Fargo shares in Q4 2019, an estimated $208K.
  • Evelyn V. Moreno first reported a position in Wells Fargo in Q4 2013 and held it in 24 quarters.
  • Evelyn V. Moreno's Wells Fargo position peaked at $7.56M in Q4 2017.
  • 2,094 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2019.

Based on Evelyn V. Moreno's 13F filing for Q4 2019, filed 27 Jan 2020.