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Godshalk Welsh Capital Management’s Wells Fargo WFC Stock Holding History

Godshalk Welsh Capital Management’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
-7,450
Closed -$401K – 112
2019
Q4 		$401K Hold
7,450
– – 0.33% 86
2019
Q3 		$376K Sell
7,450
-50
-0.7% -$2.35K 0.33% 85
2019
Q2 		$355K Sell
7,500
-900
-11% -$42.1K 0.33% 84
2019
Q1 		$406K Sell
8,400
-600
-7% -$29.5K 0.39% 80
2018
Q4 		$415K Sell
9,000
-250
-3% -$12.8K 0.46% 75
2018
Q3 		$486K Buy
9,250
+450
+5% +$25.7K 0.47% 71
2018
Q2 		$488K Buy
8,800
+300
+4% +$16.1K 0.51% 71
2018
Q1 		$445K Buy
8,500
+150
+2% +$8.91K 0.48% 76
2017
Q4 		$507K Hold
8,350
– – 0.51% 74
2017
Q3 		$461K Buy
8,350
+50
+0.6% +$2.66K 0.46% 78
2017
Q2 		$460K Hold
8,300
– – 0.46% 79
2017
Q1 		$462K Hold
8,300
– – 0.45% 78
2016
Q4 		$457K Sell
8,300
-500
-6% -$25.1K 0.47% 78
2016
Q3 		$390K Sell
8,800
-200
-2% -$9.57K 0.4% 89
2016
Q2 		$426K Hold
9,000
– – 0.45% 85
2016
Q1 		$435K Hold
9,000
– – 0.45% 85
2015
Q4 		$489K Sell
9,000
-100
-1% -$5.43K 0.51% 80
2015
Q3 		$467K Sell
9,100
-45
-0.5% -$2.48K 0.51% 80
2015
Q2 		$514K Sell
9,145
-700
-7% -$39K 0.52% 73
2015
Q1 		$536K Hold
9,845
– – 0.55% 73
2014
Q4 		$540K Buy
+9,845
New +$521K 0.49% 71

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Godshalk Welsh Capital Management's WFC Position: Q1 2020 in Review

Godshalk Welsh Capital Management sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 7,450 shares — an estimated $401K sold.

Godshalk Welsh Capital Management first reported a position in WFC in Q4 2014 and held it in 21 quarters. The position peaked at $540K in Q4 2014. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

  • Godshalk Welsh Capital Management reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
  • Godshalk Welsh Capital Management sold 7,450 Wells Fargo shares in Q1 2020, an estimated $401K.
  • Godshalk Welsh Capital Management first reported a position in Wells Fargo in Q4 2014 and held it in 21 quarters.
  • Godshalk Welsh Capital Management's Wells Fargo position peaked at $540K in Q4 2014.
  • 1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Godshalk Welsh Capital Management's 13F filing for Q1 2020, filed 6 May 2020.