Hefty Wealth Partners’s Wells Fargo WFC Stock Holding History

Hefty Wealth Partners’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 Q1	$7K	Sell	140 -15,132	-99%	-$899K	﹤0.01%	197
2017 Q4	$927K	Buy	15,272 +15,132	+10,809%	+$855K	0.57%	54
2017 Q3	$8K	Hold	140	–	–	0.01%	187
2017 Q2	$7K	Hold	140	–	–	﹤0.01%	179
2017 Q1	$7K	Hold	140	–	–	0.01%	185
2016 Q4	$7K	Sell	140 -27,315	-99%	-$1.37M	0.01%	179
2016 Q3	$1.22M	Sell	27,455 -8,219	-23%	-$393K	0.92%	32
2016 Q2	$1.69M	Buy	35,674 +9,587	+37%	+$467K	1.39%	24
2016 Q1	$1.26M	Buy	26,087 +1,948	+8%	+$95.4K	1.18%	29
2015 Q4	$1.31M	Buy	+24,139	New	+$1.31M	1.25%	24

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Hefty Wealth Partners's WFC Position: Q1 2018 in Review

Hefty Wealth Partners reduced its Wells Fargo (WFC) stake by 99% in Q1 2018, selling an estimated $899K and leaving 140 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #197.

Hefty Wealth Partners first reported a position in WFC in Q4 2015 and has held it in 10 quarters since. The position peaked at $1.69M in Q2 2016. 2,009 funds tracked by Wall St. Rank hold WFC as of Q1 2018.

Hefty Wealth Partners held 140 shares of Wells Fargo worth $7K as of Q1 2018.
Hefty Wealth Partners sold 15,132 Wells Fargo shares in Q1 2018, an estimated $899K.
Wells Fargo made up ﹤0.01% of Hefty Wealth Partners's portfolio in Q1 2018, its #197 holding.
Hefty Wealth Partners first reported a position in Wells Fargo in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's Wells Fargo position peaked at $1.69M in Q2 2016.
2,009 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.