Gideon Capital Advisors’s Wells Fargo WFC Stock Holding History

Gideon Capital Advisors’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
2020 Q1	–	Sell	-83,348	Closed	-$4.48M	–	213
2019 Q4	$4.48M	Buy	83,348 +66,416	+392%	+$3.48M	1.54%	5
2019 Q3	$854K	Buy	+16,932	New	+$798K	0.28%	118
2018 Q4	–	Sell	-64,386	Closed	-$3.38M	–	524
2018 Q3	$3.38M	Buy	+64,386	New	+$3.68M	1.59%	6
2018 Q2	–	Sell	-7,657	Closed	-$401K	–	510
2018 Q1	$401K	Buy	+7,657	New	+$455K	0.25%	160
2017 Q2	–	Sell	-15,230	Closed	-$848K	–	415
2017 Q1	$848K	Buy	+15,230	New	+$864K	0.5%	27
2016 Q4	–	Sell	-93,126	Closed	-$4.12M	–	481
2016 Q3	$4.12M	Buy	93,126 +39,540	+74%	+$1.89M	2.49%	2
2016 Q2	$2.54M	Buy	53,586 +17,797	+50%	+$868K	1.48%	13
2016 Q1	$1.73M	Buy	+35,789	New	+$1.75M	2.16%	6
2015 Q1	–	Sell	-107,372	Closed	-$5.89M	–	312
2014 Q4	$5.89M	Buy	+107,372	New	+$5.68M	2.77%	2
2014 Q1	–	Sell	-22,189	Closed	-$1.01M	–	296
2013 Q4	$1.01M	Buy	+22,189	New	+$958K	0.6%	62

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Gideon Capital Advisors's WFC Position: Q1 2020 in Review

Gideon Capital Advisors sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 83,348 shares — an estimated $4.48M sold.

Gideon Capital Advisors first reported a position in WFC in Q4 2013 and held it in 10 quarters. The position peaked at $5.89M in Q4 2014. 1,808 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

Gideon Capital Advisors reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 83,348 Wells Fargo shares in Q1 2020, an estimated $4.48M.
Gideon Capital Advisors first reported a position in Wells Fargo in Q4 2013 and held it in 10 quarters.
Gideon Capital Advisors's Wells Fargo position peaked at $5.89M in Q4 2014.
1,808 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.