Fusion Family Wealth’s Wells Fargo WFC Stock Holding History

Fusion Family Wealth’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 Q1	–	Sell	-444	Closed	-$20K	–	242
2018 Q4	$20K	Hold	444	–	–	0.01%	157
2018 Q3	$23K	Hold	444	–	–	0.01%	162
2018 Q2	$25K	Buy	444 +124	+39%	+$6.64K	0.01%	175
2018 Q1	$17K	Hold	320	–	–	0.01%	180
2017 Q4	$19K	Buy	+320	New	+$18.1K	﹤0.01%	183
2017 Q3	–	Sell	-320	Closed	-$18K	–	301
2017 Q2	$18K	Hold	320	–	–	0.01%	177
2017 Q1	$18K	Sell	320 -274	-46%	-$15.5K	0.01%	175
2016 Q4	$32K	Buy	+594	New	+$29.9K	0.02%	155

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Fusion Family Wealth's WFC Position: Q1 2019 in Review

Fusion Family Wealth sold out of Wells Fargo (WFC) in Q1 2019, closing a stake of 444 shares — an estimated $20K sold.

Fusion Family Wealth first reported a position in WFC in Q4 2016 and held it in 8 quarters. The position peaked at $32K in Q4 2016. 2,015 funds tracked by Wall St. Rank hold WFC as of Q1 2019.

Fusion Family Wealth reported no remaining Wells Fargo position as of Q1 2019 after selling out during the quarter.
Fusion Family Wealth sold 444 Wells Fargo shares in Q1 2019, an estimated $20K.
Fusion Family Wealth first reported a position in Wells Fargo in Q4 2016 and held it in 8 quarters.
Fusion Family Wealth's Wells Fargo position peaked at $32K in Q4 2016.
2,015 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2019.

Based on Fusion Family Wealth's 13F filing for Q1 2019, filed 10 May 2019.