Financial Partners Capital Management’s Wells Fargo WFC Stock Holding History

Financial Partners Capital 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	-17,849	Closed	-$845K	–	108
2016 Q2	$845K	Buy	17,849 +372	+2%	+$18.1K	0.23%	69
2016 Q1	$845K	Sell	17,477 -216	-1%	-$10.6K	0.21%	71
2015 Q4	$962K	Buy	+17,693	New	+$961K	0.23%	72

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Partners Capital Management's WFC Position: Q3 2016 in Review

Financial Partners Capital Management sold out of Wells Fargo (WFC) in Q3 2016, closing a stake of 17,849 shares — an estimated $845K sold.

Financial Partners Capital Management first reported a position in WFC in Q4 2015 and held it in 3 quarters. The position peaked at $962K in Q4 2015. 1,890 funds tracked by Wall St. Rank hold WFC as of Q3 2016.

Financial Partners Capital Management reported no remaining Wells Fargo position as of Q3 2016 after selling out during the quarter.
Financial Partners Capital Management sold 17,849 Wells Fargo shares in Q3 2016, an estimated $845K.
Financial Partners Capital Management first reported a position in Wells Fargo in Q4 2015 and held it in 3 quarters.
Financial Partners Capital Management's Wells Fargo position peaked at $962K in Q4 2015.
1,890 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2016.

Based on Financial Partners Capital Management's 13F filing for Q3 2016, filed 15 Nov 2016.