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GFI Investment Counsel’s Wells Fargo WFC Stock Holding History

GFI Investment Counsel’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
Q4 		– Sell
-18,299
Closed -$962K – 26
2018
Q3 		$962K Hold
18,299
– – 0.43% 12
2018
Q2 		$1.01M Hold
18,299
– – 0.49% 12
2018
Q1 		$959K Hold
18,299
– – 0.48% 13
2017
Q4 		$1.11M Buy
18,299
+7,295
+66% +$412K 0.57% 13
2017
Q3 		$607K Hold
11,004
– – 0.37% 15
2017
Q2 		$610K Buy
11,004
+7,780
+241% +$417K 0.38% 13
2017
Q1 		$179K Sell
3,224
-7,701
-70% -$437K 0.11% 13
2016
Q4 		$602K Buy
+10,925
New +$549K 0.42% 13

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

GFI Investment Counsel's WFC Position: Q4 2018 in Review

GFI Investment Counsel sold out of Wells Fargo (WFC) in Q4 2018, closing a stake of 18,299 shares — an estimated $962K sold.

GFI Investment Counsel first reported a position in WFC in Q4 2016 and held it in 8 quarters. The position peaked at $1.11M in Q4 2017. 2,007 funds tracked by Wall St. Rank hold WFC as of Q4 2018.

  • GFI Investment Counsel reported no remaining Wells Fargo position as of Q4 2018 after selling out during the quarter.
  • GFI Investment Counsel sold 18,299 Wells Fargo shares in Q4 2018, an estimated $962K.
  • GFI Investment Counsel first reported a position in Wells Fargo in Q4 2016 and held it in 8 quarters.
  • GFI Investment Counsel's Wells Fargo position peaked at $1.11M in Q4 2017.
  • 2,007 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2018.

Based on GFI Investment Counsel's 13F filing for Q4 2018, filed 12 Feb 2019.