Global X Management Company’s Wells Fargo WFC Stock Holding History

Global X Management Company’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 Q2	$1.65M	Sell	29,779 -1,010	-3%	-$54.1K	0.03%	348
2018 Q1	$1.61M	Buy	30,789 +1,078	+4%	+$64K	0.03%	316
2017 Q4	$1.8M	Buy	29,711 +3,175	+12%	+$179K	0.04%	264
2017 Q3	$1.46M	Buy	26,536 +574	+2%	+$30.5K	0.04%	281
2017 Q2	$1.44M	Buy	25,962 +2,610	+11%	+$140K	0.05%	276
2017 Q1	$1.3M	Buy	23,352 +4,673	+25%	+$265K	0.05%	276
2016 Q4	$1.03M	Buy	18,679 +6,584	+54%	+$331K	0.05%	284
2016 Q3	$536K	Buy	12,095 +9,794	+426%	+$469K	0.02%	333
2016 Q2	$109K	Buy	2,301 +905	+65%	+$44.1K	0.01%	518
2016 Q1	$68K	Buy	1,396 +930	+200%	+$45.5K	﹤0.01%	470
2015 Q4	$25K	Hold	466	–	–	﹤0.01%	467
2015 Q3	$24K	Sell	466 -30	-6%	-$1.65K	﹤0.01%	463
2015 Q2	$28K	Buy	496 +164	+49%	+$9.14K	﹤0.01%	466
2015 Q1	$18K	Sell	332 -119	-26%	-$6.43K	﹤0.01%	510
2014 Q4	$25K	Sell	451 -173,667	-100%	-$9.19M	﹤0.01%	421
2014 Q3	$9.03M	Buy	174,118 +7,626	+5%	+$392K	0.49%	80
2014 Q2	$8.75M	Buy	166,492 +166,041	+36,816%	+$8.35M	0.5%	83
2014 Q1	$22K	Sell	451 -150	-25%	-$6.99K	﹤0.01%	457
2013 Q4	$27K	Hold	601	–	–	﹤0.01%	382
2013 Q3	$25K	Sell	601 -388	-39%	-$16.6K	﹤0.01%	375
2013 Q2	$41K	Buy	+989	New	+$38.5K	0.01%	321

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Global X Management Company's WFC Position: Q2 2018 in Review

Global X Management Company reduced its Wells Fargo (WFC) stake by 3.3% in Q2 2018, selling an estimated $54.1K and leaving 29,779 shares worth $1.65M. The position accounts for 0.03% of the portfolio, ranked #348.

Global X Management Company first reported a position in WFC in Q2 2013 and has held it in 21 quarters since. The position peaked at $9.03M in Q3 2014. 1,978 funds tracked by Wall St. Rank hold WFC as of Q2 2018.

Global X Management Company held 29,779 shares of Wells Fargo worth $1.65M as of Q2 2018.
Global X Management Company sold 1,010 Wells Fargo shares in Q2 2018, an estimated $54.1K.
Wells Fargo made up 0.03% of Global X Management Company's portfolio in Q2 2018, its #348 holding.
Global X Management Company first reported a position in Wells Fargo in Q2 2013 and has held it in 21 quarters since.
Global X Management Company's Wells Fargo position peaked at $9.03M in Q3 2014.
1,978 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2018.

Based on Global X Management Company's 13F filing for Q2 2018, filed 16 Aug 2018.