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Foresters Investment Management’s Wells Fargo WFC Stock Holding History

Foresters Investment 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
2019
Q3 		$51.6M Sell
1,023,847
-21,928
-2% -$1.03M 1.02% 15
2019
Q2 		$49.5M Sell
1,045,775
-298,122
-22% -$13.9M 0.89% 20
2019
Q1 		$64.9M Sell
1,343,897
-89,350
-6% -$4.39M 1.14% 8
2018
Q4 		$66M Sell
1,433,247
-130,750
-8% -$6.7M 1.25% 6
2018
Q3 		$82.2M Sell
1,563,997
-79,440
-5% -$4.54M 1.3% 6
2018
Q2 		$91.1M Buy
1,643,437
+601,150
+58% +$32.2M 1.55% 1
2018
Q1 		$54.6M Buy
1,042,287
+317,947
+44% +$18.9M 0.91% 17
2017
Q4 		$43.9M Buy
724,340
+1,262
+0.2% +$71.3K 0.69% 35
2017
Q3 		$39.9M Buy
723,078
+300
+0% +$15.9K 0.65% 45
2017
Q2 		$40M Buy
722,778
+8,191
+1% +$439K 0.67% 40
2017
Q1 		$39.8M Buy
714,587
+100
+0% +$5.67K 0.7% 38
2016
Q4 		$40M Buy
714,487
+600
+0.1% +$30.2K 0.71% 35
2016
Q3 		$31.6M Buy
713,887
+14,750
+2% +$706K 0.59% 58
2016
Q2 		$33.1M Buy
699,137
+25,050
+4% +$1.22M 0.64% 47
2016
Q1 		$32.6M Hold
674,087
– – 0.66% 52
2015
Q4 		$36.6M Buy
674,087
+78,100
+13% +$4.24M 0.75% 41
2015
Q3 		$30.6M Buy
595,987
+14,600
+3% +$803K 0.65% 53
2015
Q2 		$32.7M Buy
581,387
+34,950
+6% +$1.95M 0.62% 59
2015
Q1 		$29.7M Buy
546,437
+10,820
+2% +$585K 0.58% 68
2014
Q4 		$29.4M Hold
535,617
– – 0.59% 63
2014
Q3 		$27.8M Hold
535,617
– – 0.59% 64
2014
Q2 		$28.2M Sell
535,617
-25,000
-4% -$1.26M 0.58% 63
2014
Q1 		$27.9M Sell
560,617
-8,900
-2% -$415K 0.6% 61
2013
Q4 		$25.9M Sell
569,517
-9,600
-2% -$415K 0.56% 71
2013
Q3 		$23.9M Buy
579,117
+25,000
+5% +$1.07M 0.58% 67
2013
Q2 		$22.9M Buy
+554,117
New +$21.6M 0.69% 61

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Foresters Investment Management's WFC Position: Q3 2019 in Review

Foresters Investment Management reduced its Wells Fargo (WFC) stake by 2.1% in Q3 2019, selling an estimated $1.03M and leaving 1,023,847 shares worth $51.6M. The position accounts for 1.02% of the portfolio, ranked #15.

Foresters Investment Management first reported a position in WFC in Q2 2013 and has held it in 26 quarters since. The position peaked at $91.1M in Q2 2018. 1,937 funds tracked by Wall St. Rank hold WFC as of Q3 2019.

  • Foresters Investment Management held 1,023,847 shares of Wells Fargo worth $51.6M as of Q3 2019.
  • Foresters Investment Management sold 21,928 Wells Fargo shares in Q3 2019, an estimated $1.03M.
  • Wells Fargo made up 1.02% of Foresters Investment Management's portfolio in Q3 2019, its #15 holding.
  • Foresters Investment Management first reported a position in Wells Fargo in Q2 2013 and has held it in 26 quarters since.
  • Foresters Investment Management's Wells Fargo position peaked at $91.1M in Q2 2018.
  • 1,937 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2019.

Based on Foresters Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.