First Western Capital Management’s Wells Fargo WFC Stock Holding History

First Western 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
2018 Q2	–	Sell	-9,754	Closed	-$511K	–	48
2018 Q1	$511K	Sell	9,754 -2,178	-18%	-$129K	2.43%	18
2017 Q4	$724K	Hold	11,932	–	–	0.41%	44
2017 Q3	$658K	Hold	11,932	–	–	0.4%	48
2017 Q2	$661K	Sell	11,932 -2,717	-19%	-$146K	0.4%	49
2017 Q1	$815K	Sell	14,649 -5,112	-26%	-$290K	0.49%	50
2016 Q4	$1.09M	Buy	+19,761	New	+$994K	0.59%	55
2016 Q1	–	Sell	-25,999	Closed	-$1.41M	–	113
2015 Q4	$1.41M	Sell	25,999 -30,543	-54%	-$1.66M	0.44%	76
2015 Q3	$2.9M	Sell	56,542 -991	-2%	-$54.5K	0.97%	46
2015 Q2	$3.24M	Sell	57,533 -2,842	-5%	-$158K	1.04%	43
2015 Q1	$3.28M	Buy	60,375 +55,558	+1,153%	+$3M	0.99%	40
2014 Q4	$264K	Buy	4,817 +825	+21%	+$43.7K	0.08%	119
2014 Q3	$207K	Buy	+3,992	New	+$205K	0.06%	131

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 $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

First Western Capital Management's WFC Position: Q2 2018 in Review

First Western Capital Management sold out of Wells Fargo (WFC) in Q2 2018, closing a stake of 9,754 shares — an estimated $511K sold.

First Western Capital Management first reported a position in WFC in Q3 2014 and held it in 12 quarters. The position peaked at $3.28M in Q1 2015. 1,979 funds tracked by Wall St. Rank hold WFC as of Q2 2018.

First Western Capital Management reported no remaining Wells Fargo position as of Q2 2018 after selling out during the quarter.
First Western Capital Management sold 9,754 Wells Fargo shares in Q2 2018, an estimated $511K.
First Western Capital Management first reported a position in Wells Fargo in Q3 2014 and held it in 12 quarters.
First Western Capital Management's Wells Fargo position peaked at $3.28M in Q1 2015.
1,979 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2018.

Based on First Western Capital Management's 13F filing for Q2 2018, filed 13 Aug 2018.