FFT Wealth Management’s Wells Fargo WFC Stock Holding History

FFT Wealth 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
2016 Q3	–	Sell	-5,000	Closed	-$234K	–	68
2016 Q2	$234K	Hold	5,000	–	–	0.09%	56
2016 Q1	$242K	Buy	+5,000	New	+$245K	0.11%	48

Other funds holding WFC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

FFT Wealth Management's WFC Position: Q3 2016 in Review

FFT Wealth Management sold out of Wells Fargo (WFC) in Q3 2016, closing a stake of 5,000 shares — an estimated $234K sold.

FFT Wealth Management first reported a position in WFC in Q1 2016 and held it in 2 quarters. The position peaked at $242K in Q1 2016. 1,892 funds tracked by Wall St. Rank hold WFC as of Q3 2016.

FFT Wealth Management reported no remaining Wells Fargo position as of Q3 2016 after selling out during the quarter.
FFT Wealth Management sold 5,000 Wells Fargo shares in Q3 2016, an estimated $234K.
FFT Wealth Management first reported a position in Wells Fargo in Q1 2016 and held it in 2 quarters.
FFT Wealth Management's Wells Fargo position peaked at $242K in Q1 2016.
1,892 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2016.

Based on FFT Wealth Management's 13F filing for Q3 2016, filed 14 Nov 2016.