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FDO Partners’s Wells Fargo WFC Stock Holding History

FDO Partners’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
2017
Q1 		– Sell
-44,814
Closed -$2.47M – 292
2016
Q4 		$2.47M Buy
44,814
+9,481
+27% +$477K 0.99% 20
2016
Q3 		$1.56M Buy
35,333
+23,370
+195% +$1.12M 0.68% 56
2016
Q2 		$566K Buy
+11,963
New +$583K 0.31% 132
2016
Q1 		– Sell
-18,814
Closed -$1.02M – 341
2015
Q4 		$1.02M Buy
+18,814
New +$1.02M 0.58% 70

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

FDO Partners's WFC Position: Q1 2017 in Review

FDO Partners sold out of Wells Fargo (WFC) in Q1 2017, closing a stake of 44,814 shares — an estimated $2.47M sold.

FDO Partners first reported a position in WFC in Q4 2015 and held it in 4 quarters. The position peaked at $2.47M in Q4 2016. 1,928 funds tracked by Wall St. Rank hold WFC as of Q1 2017.

  • FDO Partners reported no remaining Wells Fargo position as of Q1 2017 after selling out during the quarter.
  • FDO Partners sold 44,814 Wells Fargo shares in Q1 2017, an estimated $2.47M.
  • FDO Partners first reported a position in Wells Fargo in Q4 2015 and held it in 4 quarters.
  • FDO Partners's Wells Fargo position peaked at $2.47M in Q4 2016.
  • 1,928 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2017.

Based on FDO Partners's 13F filing for Q1 2017, filed 12 May 2017.