Global Financial Private Capital’s Wells Fargo WFC Stock Holding History

Global Financial Private Capital’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	-4,924	Closed	-$259K	–	521
2018 Q3	$259K	Sell	4,924 -2,106	-30%	-$120K	0.01%	465
2018 Q2	$390K	Sell	7,030 -8,906	-56%	-$477K	0.01%	418
2018 Q1	$835K	Sell	15,936 -5,876	-27%	-$349K	0.03%	284
2017 Q4	$1.32M	Sell	21,812 -867	-4%	-$49K	0.05%	217
2017 Q3	$1.25M	Buy	+22,679	New	+$1.21M	0.04%	225

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

Global Financial Private Capital's WFC Position: Q4 2018 in Review

Global Financial Private Capital sold out of Wells Fargo (WFC) in Q4 2018, closing a stake of 4,924 shares — an estimated $259K sold.

Global Financial Private Capital first reported a position in WFC in Q3 2017 and held it in 5 quarters. The position peaked at $1.32M in Q4 2017. 2,007 funds tracked by Wall St. Rank hold WFC as of Q4 2018.

Global Financial Private Capital reported no remaining Wells Fargo position as of Q4 2018 after selling out during the quarter.
Global Financial Private Capital sold 4,924 Wells Fargo shares in Q4 2018, an estimated $259K.
Global Financial Private Capital first reported a position in Wells Fargo in Q3 2017 and held it in 5 quarters.
Global Financial Private Capital's Wells Fargo position peaked at $1.32M in Q4 2017.
2,007 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2018.

Based on Global Financial Private Capital's 13F filing for Q4 2018, filed 5 Feb 2019.