ExxonMobil Investment Management’s Wells Fargo WFC Stock Holding History

ExxonMobil Investment 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 Q1	$35.2M	Sell	672,061 -32,621	-5%	-$1.94M	1.02%	13
2017 Q4	$42.8M	Sell	704,682 -111,157	-14%	-$6.28M	1.17%	12
2017 Q3	$45M	Sell	815,839 -47,691	-6%	-$2.53M	1.14%	12
2017 Q2	$47.8M	Sell	863,530 -136,436	-14%	-$7.31M	1.2%	11
2017 Q1	$55.7M	Sell	999,966 -46,280	-4%	-$2.63M	1.23%	12
2016 Q4	$57.7M	Sell	1,046,246 -113,232	-10%	-$5.69M	1.29%	11
2016 Q3	$51.3M	Sell	1,159,478 -36,439	-3%	-$1.74M	1.07%	16
2016 Q2	$56.6M	Buy	1,195,917 +71,107	+6%	+$3.47M	1.2%	13
2016 Q1	$54.4M	Buy	1,124,810 +82,974	+8%	+$4.06M	1.24%	10
2015 Q4	$56.6M	Sell	1,041,836 -30,521	-3%	-$1.66M	1.4%	7
2015 Q3	$55.1M	Buy	1,072,357 +32,125	+3%	+$1.77M	1.41%	8
2015 Q2	$58.5M	Sell	1,040,232 -87,292	-8%	-$4.87M	1.43%	7
2015 Q1	$61.3M	Buy	1,127,524 +14,568	+1%	+$787K	1.39%	7
2014 Q4	$61M	Sell	1,112,956 -51,138	-4%	-$2.71M	1.41%	7
2014 Q3	$60.4M	Sell	1,164,094 -55,361	-5%	-$2.85M	1.4%	8
2014 Q2	$64.1M	Sell	1,219,455 -34,558	-3%	-$1.74M	1.44%	7
2014 Q1	$62.4M	Buy	1,254,013 +6,211	+0.5%	+$289K	1.42%	7
2013 Q4	$56.6M	Sell	1,247,802 -36,809	-3%	-$1.59M	1.32%	10
2013 Q3	$53.1M	Sell	1,284,611 -84,101	-6%	-$3.59M	1.33%	10
2013 Q2	$56.5M	Buy	+1,368,712	New	+$53.3M	1.41%	10

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 World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

ExxonMobil Investment Management's WFC Position: Q1 2018 in Review

ExxonMobil Investment Management reduced its Wells Fargo (WFC) stake by 4.6% in Q1 2018, selling an estimated $1.94M and leaving 672,061 shares worth $35.2M. The position accounts for 1.02% of the portfolio, ranked #13.

ExxonMobil Investment Management first reported a position in WFC in Q2 2013 and has held it in 20 quarters since. The position peaked at $64.1M in Q2 2014. 2,010 funds tracked by Wall St. Rank hold WFC as of Q1 2018.

ExxonMobil Investment Management held 672,061 shares of Wells Fargo worth $35.2M as of Q1 2018.
ExxonMobil Investment Management sold 32,621 Wells Fargo shares in Q1 2018, an estimated $1.94M.
Wells Fargo made up 1.02% of ExxonMobil Investment Management's portfolio in Q1 2018, its #13 holding.
ExxonMobil Investment Management first reported a position in Wells Fargo in Q2 2013 and has held it in 20 quarters since.
ExxonMobil Investment Management's Wells Fargo position peaked at $64.1M in Q2 2014.
2,010 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2018.

Based on ExxonMobil Investment Management's 13F filing for Q1 2018, filed 12 Apr 2018.