FinTrust Investment Advisory Services’s Wells Fargo WFC Stock Holding History

FinTrust Investment Advisory Services’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
2018 Q1	$704K	Buy	13,440 +7,264	+118%	+$432K	0.64%	31
2017 Q4	$375K	Sell	6,176 -716	-10%	-$40.4K	0.33%	63
2017 Q3	$380K	Buy	+6,892	New	+$366K	0.36%	62
2013 Q3	$228K	Buy	5,511 +200	+4%	+$8.54K	0.47%	49
2013 Q2	$219K	Buy	+5,311	New	+$207K	0.38%	58

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

FinTrust Investment Advisory Services's WFC Position: Q1 2018 in Review

FinTrust Investment Advisory Services increased its Wells Fargo (WFC) stake by 118% in Q1 2018, buying an estimated $432K and bringing the position to 13,440 shares worth $704K. The position accounts for 0.64% of the portfolio, ranked #31.

FinTrust Investment Advisory Services first reported a position in WFC in Q2 2013 and has held it in 5 quarters since. 2,010 funds tracked by Wall St. Rank hold WFC as of Q1 2018.

FinTrust Investment Advisory Services held 13,440 shares of Wells Fargo worth $704K as of Q1 2018.
FinTrust Investment Advisory Services bought 7,264 Wells Fargo shares in Q1 2018, an estimated $432K.
Wells Fargo made up 0.64% of FinTrust Investment Advisory Services's portfolio in Q1 2018, its #31 holding.
FinTrust Investment Advisory Services first reported a position in Wells Fargo in Q2 2013 and has held it in 5 quarters since.
2,010 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2018.

Based on FinTrust Investment Advisory Services's 13F filing for Q1 2018, filed 20 Apr 2018.