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Foresters Asset Management’s Wells Fargo WFC Stock Holding History

Foresters Asset 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
2017
Q4 		– Sell
-82,245
Closed -$5.67M – 70
2017
Q3 		$5.67M Buy
82,245
+35,950
+78% +$1.91M 2.19% 9
2017
Q2 		$3.33M Buy
46,295
+31,700
+217% +$1.7M 1.36% 11
2017
Q1 		$1.08M Sell
14,595
-18,100
-55% -$1.03M 0.5% 33
2016
Q4 		$1.8M Buy
32,695
+10,800
+49% +$543K 1.02% 19
2016
Q3 		$969K Buy
21,895
+15,700
+253% +$751K 0.5% 40
2016
Q2 		$293K Buy
+6,195
New +$302K 0.15% 64

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Foresters Asset Management's WFC Position: Q4 2017 in Review

Foresters Asset Management sold out of Wells Fargo (WFC) in Q4 2017, closing a stake of 82,245 shares — an estimated $5.67M sold.

Foresters Asset Management first reported a position in WFC in Q2 2016 and held it in 6 quarters. The position peaked at $5.67M in Q3 2017. 2,053 funds tracked by Wall St. Rank hold WFC as of Q4 2017.

  • Foresters Asset Management reported no remaining Wells Fargo position as of Q4 2017 after selling out during the quarter.
  • Foresters Asset Management sold 82,245 Wells Fargo shares in Q4 2017, an estimated $5.67M.
  • Foresters Asset Management first reported a position in Wells Fargo in Q2 2016 and held it in 6 quarters.
  • Foresters Asset Management's Wells Fargo position peaked at $5.67M in Q3 2017.
  • 2,053 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2017.

Based on Foresters Asset Management's 13F filing for Q4 2017, filed 14 Feb 2018.