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Fiduciary Trust International of Pennsylvania’s Wells Fargo WFC Stock Holding History

Fiduciary Trust International of Pennsylvania’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
2020
Q1 		$3M Sell
104,574
-4,326
-4% -$184K 0.14% 142
2019
Q4 		$5.86M Sell
108,900
-2,551
-2% -$134K 0.22% 105
2019
Q3 		$5.62M Sell
111,451
-8,236
-7% -$388K 0.22% 119
2019
Q2 		$5.66M Sell
119,687
-6,230
-5% -$291K 0.23% 113
2019
Q1 		$6.08M Sell
125,917
-8,038
-6% -$395K 0.26% 92
2018
Q4 		$6.17M Sell
133,955
-8,824
-6% -$452K 0.31% 81
2018
Q3 		$7.5M Sell
142,779
-8,088
-5% -$462K 0.31% 80
2018
Q2 		$8.36M Sell
150,867
-12,512
-8% -$670K 0.38% 73
2018
Q1 		$8.56M Sell
163,379
-9,716
-6% -$577K 0.4% 75
2017
Q4 		$10.5M Sell
173,095
-13,645
-7% -$771K 0.47% 68
2017
Q3 		$10.3M Buy
186,740
+364
+0.2% +$19.3K 0.5% 64
2017
Q2 		$10.3M Buy
186,376
+12,282
+7% +$658K 0.51% 63
2017
Q1 		$9.69M Buy
174,094
+5,498
+3% +$312K 0.73% 42
2016
Q4 		$9.29M Sell
168,596
-9,281
-5% -$467K 0.74% 38
2016
Q3 		$7.88M Sell
177,877
-159,550
-47% -$7.63M 0.64% 49
2016
Q2 		$16M Sell
337,427
-8,781
-3% -$428K 1.3% 22
2016
Q1 		$16.7M Buy
346,208
+17,317
+5% +$848K 1.42% 16
2015
Q4 		$17.9M Buy
328,891
+15,683
+5% +$852K 1.52% 13
2015
Q3 		$16.1M Sell
313,208
-48,104
-13% -$2.65M 1.5% 13
2015
Q2 		$20.3M Buy
361,312
+26,467
+8% +$1.48M 1.2% 18
2015
Q1 		$18.2M Buy
334,845
+5,433
+2% +$294K 1.18% 21
2014
Q4 		$18.1M Buy
329,412
+1,168
+0.4% +$61.8K 1.2% 22
2014
Q3 		$17M Sell
328,244
-1,635
-0.5% -$84.1K 1.17% 23
2014
Q2 		$17.3M Buy
329,879
+4,209
+1% +$212K 1.2% 24
2014
Q1 		$16.2M Buy
325,670
+11,342
+4% +$528K 1.18% 21
2013
Q4 		$14.3M Buy
314,328
+3,261
+1% +$141K 1.06% 25
2013
Q3 		$12.9M Buy
311,067
+15,282
+5% +$652K 1.05% 23
2013
Q2 		$12.2M Buy
+295,785
New +$11.5M 1.08% 22

Other funds holding WFC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fiduciary Trust International of Pennsylvania's WFC Position: Q1 2020 in Review

Fiduciary Trust International of Pennsylvania reduced its Wells Fargo (WFC) stake by 4% in Q1 2020, selling an estimated $184K and leaving 104,574 shares worth $3M. The position accounts for 0.14% of the portfolio, ranked #142.

Fiduciary Trust International of Pennsylvania first reported a position in WFC in Q2 2013 and has held it in 28 quarters since. The position peaked at $20.3M in Q2 2015. 1,808 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

  • Fiduciary Trust International of Pennsylvania held 104,574 shares of Wells Fargo worth $3M as of Q1 2020.
  • Fiduciary Trust International of Pennsylvania sold 4,326 Wells Fargo shares in Q1 2020, an estimated $184K.
  • Wells Fargo made up 0.14% of Fiduciary Trust International of Pennsylvania's portfolio in Q1 2020, its #142 holding.
  • Fiduciary Trust International of Pennsylvania first reported a position in Wells Fargo in Q2 2013 and has held it in 28 quarters since.
  • Fiduciary Trust International of Pennsylvania's Wells Fargo position peaked at $20.3M in Q2 2015.
  • 1,808 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Fiduciary Trust International of Pennsylvania's 13F filing for Q1 2020, filed 27 Apr 2020.