Goldstein Munger & Associates’s Wells Fargo WFC Stock Holding History

Goldstein Munger & Associates’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 Q3	–	Sell	-4,400	Closed	-$244K	–	38
2018 Q2	$244K	Sell	4,400 -500	-10%	-$26.8K	0.1%	35
2018 Q1	$257K	Hold	4,900	–	–	0.11%	33
2017 Q4	$297K	Hold	4,900	–	–	0.13%	31
2017 Q3	$270K	Hold	4,900	–	–	0.12%	33
2017 Q2	$272K	Sell	4,900 -2,000	-29%	-$107K	0.13%	32
2017 Q1	$384K	Buy	6,900 +2,000	+41%	+$113K	0.17%	32
2016 Q4	$270K	Sell	4,900 -2,000	-29%	-$101K	0.12%	33
2016 Q3	$306K	Hold	6,900	–	–	0.14%	27
2016 Q2	$327K	Hold	6,900	–	–	0.15%	25
2016 Q1	$334K	Hold	6,900	–	–	0.15%	26
2015 Q4	$375K	Hold	6,900	–	–	0.17%	25
2015 Q3	$354K	Hold	6,900	–	–	0.16%	25
2015 Q2	$388K	Hold	6,900	–	–	0.17%	25
2015 Q1	$375K	Hold	6,900	–	–	0.16%	25
2014 Q4	$378K	Hold	6,900	–	–	0.16%	25
2014 Q3	$358K	Hold	6,900	–	–	0.15%	25
2014 Q2	$363K	Buy	6,900 +2,000	+41%	+$101K	0.15%	25
2014 Q1	$244K	Sell	4,900 -2,000	-29%	-$93.2K	0.11%	24
2013 Q4	$313K	Hold	6,900	–	–	0.13%	27
2013 Q3	$285K	Hold	6,900	–	–	0.11%	28
2013 Q2	$285K	Buy	+6,900	New	+$269K	0.11%	28

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

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

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Goldstein Munger & Associates's WFC Position: Q3 2018 in Review

Goldstein Munger & Associates sold out of Wells Fargo (WFC) in Q3 2018, closing a stake of 4,400 shares — an estimated $244K sold.

Goldstein Munger & Associates first reported a position in WFC in Q2 2013 and held it in 21 quarters. The position peaked at $388K in Q2 2015. 1,973 funds tracked by Wall St. Rank hold WFC as of Q3 2018.

Goldstein Munger & Associates reported no remaining Wells Fargo position as of Q3 2018 after selling out during the quarter.
Goldstein Munger & Associates sold 4,400 Wells Fargo shares in Q3 2018, an estimated $244K.
Goldstein Munger & Associates first reported a position in Wells Fargo in Q2 2013 and held it in 21 quarters.
Goldstein Munger & Associates's Wells Fargo position peaked at $388K in Q2 2015.
1,973 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2018.

Based on Goldstein Munger & Associates's 13F filing for Q3 2018, filed 25 Oct 2018.