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Everett Capital Advisors (UK)’s Wells Fargo WFC Stock Holding History

Everett Capital Advisors (UK)’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
Q1 		– Sell
-264,800
Closed -$16.1M – 47
2017
Q4 		$16.1M Buy
264,800
+88,800
+50% +$5.02M 2.47% 18
2017
Q3 		$9.71M Buy
+176,000
New +$9.35M 1.44% 25

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BlackRock
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State Street
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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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Everett Capital Advisors (UK)'s WFC Position: Q1 2018 in Review

Everett Capital Advisors (UK) sold out of Wells Fargo (WFC) in Q1 2018, closing a stake of 264,800 shares — an estimated $16.1M sold.

Everett Capital Advisors (UK) first reported a position in WFC in Q3 2017 and held it in 2 quarters. The position peaked at $16.1M in Q4 2017. 2,009 funds tracked by Wall St. Rank hold WFC as of Q1 2018.

  • Everett Capital Advisors (UK) reported no remaining Wells Fargo position as of Q1 2018 after selling out during the quarter.
  • Everett Capital Advisors (UK) sold 264,800 Wells Fargo shares in Q1 2018, an estimated $16.1M.
  • Everett Capital Advisors (UK) first reported a position in Wells Fargo in Q3 2017 and held it in 2 quarters.
  • Everett Capital Advisors (UK)'s Wells Fargo position peaked at $16.1M in Q4 2017.
  • 2,009 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2018.

Based on Everett Capital Advisors (UK)'s 13F filing for Q1 2018, filed 14 May 2018.