Financial Advantage’s Wells Fargo WFC Stock Holding History

Financial Advantage’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 Q4	–	Sell	-18	Closed	-$1K	–	98
2017 Q3	$1K	Buy	+18	New	+$957	﹤0.01%	100

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Financial Advantage's WFC Position: Q4 2017 in Review

Financial Advantage sold out of Wells Fargo (WFC) in Q4 2017, closing a stake of 18 shares — an estimated $1K sold.

Financial Advantage first reported a position in WFC in Q3 2017 and held it in 1 quarter. The position peaked at $1K in Q3 2017. 2,053 funds tracked by Wall St. Rank hold WFC as of Q4 2017.

Financial Advantage reported no remaining Wells Fargo position as of Q4 2017 after selling out during the quarter.
Financial Advantage sold 18 Wells Fargo shares in Q4 2017, an estimated $1K.
Financial Advantage first reported a position in Wells Fargo in Q3 2017 and held it in 1 quarter.
Financial Advantage's Wells Fargo position peaked at $1K in Q3 2017.
2,053 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2017.

Based on Financial Advantage's 13F filing for Q4 2017, filed 7 Feb 2018.