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Glovista Investments’s Wells Fargo WFC Stock Holding History

Glovista Investments’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
-9,984
Closed -$525K – 108
2018
Q3 		$525K Buy
9,984
+10
+0.1% +$571 0.14% 72
2018
Q2 		$553K Buy
9,974
+10
+0.1% +$536 0.14% 73
2018
Q1 		$522K Sell
9,964
-5,590
-36% -$332K 0.12% 61
2017
Q4 		$944K Buy
15,554
+1,809
+13% +$102K 0.19% 51
2017
Q3 		$758K Buy
13,745
+5,061
+58% +$269K 0.14% 64
2017
Q2 		$481K Buy
+8,684
New +$465K 0.11% 78

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

Glovista Investments's WFC Position: Q4 2018 in Review

Glovista Investments sold out of Wells Fargo (WFC) in Q4 2018, closing a stake of 9,984 shares — an estimated $525K sold.

Glovista Investments first reported a position in WFC in Q2 2017 and held it in 6 quarters. The position peaked at $944K in Q4 2017. 2,007 funds tracked by Wall St. Rank hold WFC as of Q4 2018.

  • Glovista Investments reported no remaining Wells Fargo position as of Q4 2018 after selling out during the quarter.
  • Glovista Investments sold 9,984 Wells Fargo shares in Q4 2018, an estimated $525K.
  • Glovista Investments first reported a position in Wells Fargo in Q2 2017 and held it in 6 quarters.
  • Glovista Investments's Wells Fargo position peaked at $944K in Q4 2017.
  • 2,007 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2018.

Based on Glovista Investments's 13F filing for Q4 2018, filed 13 Feb 2019.