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Girard Securities’s Wells Fargo WFC Stock Holding History

Girard Securities’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
Q3 		– Sell
-7,672
Closed -$426K – 160
2017
Q2 		$426K Sell
7,672
-859
-10% -$46K 0.32% 75
2017
Q1 		$475K Buy
8,531
+566
+7% +$32.1K 0.41% 71
2016
Q4 		$439K Buy
7,965
+3,281
+70% +$165K 0.38% 77
2016
Q3 		$207K Sell
4,684
-782
-14% -$37.4K 0.21% 137
2016
Q2 		$256K Sell
5,466
-845
-13% -$41.2K 0.23% 118
2016
Q1 		$308K Sell
6,311
-592
-9% -$29K 0.3% 99
2015
Q4 		$374K Buy
+6,903
New +$375K 0.37% 81

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Girard Securities's WFC Position: Q3 2017 in Review

Girard Securities sold out of Wells Fargo (WFC) in Q3 2017, closing a stake of 7,672 shares — an estimated $426K sold.

Girard Securities first reported a position in WFC in Q4 2015 and held it in 7 quarters. The position peaked at $475K in Q1 2017. 1,865 funds tracked by Wall St. Rank hold WFC as of Q3 2017.

  • Girard Securities reported no remaining Wells Fargo position as of Q3 2017 after selling out during the quarter.
  • Girard Securities sold 7,672 Wells Fargo shares in Q3 2017, an estimated $426K.
  • Girard Securities first reported a position in Wells Fargo in Q4 2015 and held it in 7 quarters.
  • Girard Securities's Wells Fargo position peaked at $475K in Q1 2017.
  • 1,865 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2017.

Based on Girard Securities's 13F filing for Q3 2017, filed 14 Nov 2017.