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Farmhouse Investment Management’s Wells Fargo WFC Stock Holding History

Farmhouse 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
Q2 		– Sell
-394,340
Closed -$20.7M – 20
2018
Q1 		$20.7M Hold
394,340
– – 14% 2
2017
Q4 		$23.9M Buy
394,340
+125,115
+46% +$7.07M 14.92% 1
2017
Q3 		$14.8M Hold
269,225
– – 6.89% 6
2017
Q2 		$14.9M Hold
269,225
– – 7.1% 6
2017
Q1 		$14.5M Buy
+269,225
New +$15.3M 7.19% 5

Other funds holding WFC

Berkshire Hathaway
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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Farmhouse Investment Management's WFC Position: Q2 2018 in Review

Farmhouse Investment Management sold out of Wells Fargo (WFC) in Q2 2018, closing a stake of 394,340 shares — an estimated $20.7M sold.

Farmhouse Investment Management first reported a position in WFC in Q1 2017 and held it in 5 quarters. The position peaked at $23.9M in Q4 2017. 1,979 funds tracked by Wall St. Rank hold WFC as of Q2 2018.

  • Farmhouse Investment Management reported no remaining Wells Fargo position as of Q2 2018 after selling out during the quarter.
  • Farmhouse Investment Management sold 394,340 Wells Fargo shares in Q2 2018, an estimated $20.7M.
  • Farmhouse Investment Management first reported a position in Wells Fargo in Q1 2017 and held it in 5 quarters.
  • Farmhouse Investment Management's Wells Fargo position peaked at $23.9M in Q4 2017.
  • 1,979 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2018.

Based on Farmhouse Investment Management's 13F filing for Q2 2018, filed 13 Aug 2018.