Exchange Capital Management’s Wells Fargo WFC Stock Holding History

Exchange Capital Management’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 Q4	–	Sell	-483	Closed	-$25K	–	276
2018 Q3	$25K	Buy	483 +225	+87%	+$12.8K	0.01%	195
2018 Q2	$14K	Hold	258	–	–	﹤0.01%	208
2018 Q1	$14K	Sell	258 -1,040	-80%	-$61.8K	﹤0.01%	188
2017 Q4	$79K	Sell	1,298 -692	-35%	-$39.1K	0.02%	140
2017 Q3	$110K	Sell	1,990 -40,566	-95%	-$2.16M	0.04%	129
2017 Q2	$2.36M	Sell	42,556 -79,436	-65%	-$4.26M	0.79%	42
2017 Q1	$6.79M	Sell	121,992 -12,904	-10%	-$732K	2.46%	10
2016 Q4	$7.43M	Buy	134,896 +844	+0.6%	+$42.4K	2.83%	9
2016 Q3	$5.94M	Buy	134,052 +486	+0.4%	+$23.3K	2.33%	11
2016 Q2	$6.32M	Sell	133,566 -1,055	-0.8%	-$51.4K	2.56%	8
2016 Q1	$6.51M	Buy	134,621 +41,452	+44%	+$2.03M	2.81%	7
2015 Q4	$5.07M	Buy	93,169 +990	+1%	+$53.8K	2.14%	13
2015 Q3	$4.73M	Buy	92,179 +6,446	+8%	+$354K	2.2%	14
2015 Q2	$4.82M	Buy	85,733 +4,888	+6%	+$273K	1.97%	16
2015 Q1	$4.4M	Buy	80,845 +3,078	+4%	+$166K	1.79%	21
2014 Q4	$4.26M	Buy	77,767 +1,507	+2%	+$79.8K	1.79%	20
2014 Q3	$3.96M	Buy	76,260 +2,620	+4%	+$135K	1.73%	23
2014 Q2	$3.87M	Buy	73,640 +621	+0.9%	+$31.2K	1.71%	23
2014 Q1	$3.63M	Sell	73,019 -510	-0.7%	-$23.8K	1.67%	29
2013 Q4	$3.34M	Buy	73,529 +1,019	+1%	+$44K	1.62%	31
2013 Q3	$3M	Buy	72,510 +1,215	+2%	+$51.9K	1.57%	33
2013 Q2	$2.94M	Buy	+71,295	New	+$2.78M	1.64%	25

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

Exchange Capital Management's WFC Position: Q4 2018 in Review

Exchange Capital Management sold out of Wells Fargo (WFC) in Q4 2018, closing a stake of 483 shares — an estimated $25K sold.

Exchange Capital Management first reported a position in WFC in Q2 2013 and held it in 22 quarters. The position peaked at $7.43M in Q4 2016. 2,006 funds tracked by Wall St. Rank hold WFC as of Q4 2018.

Exchange Capital Management reported no remaining Wells Fargo position as of Q4 2018 after selling out during the quarter.
Exchange Capital Management sold 483 Wells Fargo shares in Q4 2018, an estimated $25K.
Exchange Capital Management first reported a position in Wells Fargo in Q2 2013 and held it in 22 quarters.
Exchange Capital Management's Wells Fargo position peaked at $7.43M in Q4 2016.
2,006 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2018.

Based on Exchange Capital Management's 13F filing for Q4 2018, filed 1 Feb 2019.