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HL Financial Services’s Wells Fargo WFC Stock Holding History

HL Financial Services’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
2019
Q1 		$105M Buy
2,174,724
+28,928
+1% +$1.42M 1.62% 18
2018
Q4 		$98.9M Sell
2,145,796
-9,387
-0.4% -$481K 1.73% 18
2018
Q3 		$113M Buy
2,155,183
+6,469
+0.3% +$369K 1.75% 18
2018
Q2 		$119M Sell
2,148,714
-25,573
-1% -$1.37M 2.06% 12
2018
Q1 		$114M Buy
2,174,287
+10,953
+0.5% +$651K 2.02% 13
2017
Q4 		$131M Sell
2,163,334
-30,322
-1% -$1.71M 2.54% 9
2017
Q3 		$121M Sell
2,193,656
-2,410
-0.1% -$128K 2.34% 11
2017
Q2 		$122M Buy
2,196,066
+41,623
+2% +$2.23M 2.43% 9
2017
Q1 		$120M Buy
2,154,443
+72,269
+3% +$4.1M 2.46% 9
2016
Q4 		$115M Buy
2,082,174
+137,597
+7% +$6.92M 2.47% 10
2016
Q3 		$86.1M Buy
1,944,577
+22,661
+1% +$1.08M 2.01% 15
2016
Q2 		$91M Buy
1,921,916
+54,319
+3% +$2.65M 2.15% 12
2016
Q1 		$90.3M Buy
1,867,597
+101,292
+6% +$4.96M 2.19% 11
2015
Q4 		$96M Buy
1,766,305
+54,339
+3% +$2.95M 2.45% 9
2015
Q3 		$87.9M Buy
1,711,966
+38,801
+2% +$2.13M 2.48% 9
2015
Q2 		$94.1M Buy
1,673,165
+41,468
+3% +$2.31M 2.49% 9
2015
Q1 		$88.8M Buy
1,631,697
+38,565
+2% +$2.08M 2.39% 9
2014
Q4 		$87.3M Buy
1,593,132
+40,109
+3% +$2.12M 2.39% 10
2014
Q3 		$80.6M Buy
1,553,023
+6,383
+0.4% +$328K 2.34% 11
2014
Q2 		$81.3M Sell
1,546,640
-12,376
-0.8% -$622K 2.37% 10
2014
Q1 		$77.5M Buy
1,559,016
+52,965
+4% +$2.47M 2.34% 10
2013
Q4 		$68.4M Buy
1,506,051
+105,435
+8% +$4.55M 2.07% 13
2013
Q3 		$57.9M Buy
1,400,616
+10,676
+0.8% +$456K 2.03% 14
2013
Q2 		$57.4M Buy
+1,389,940
New +$54.2M 2.11% 13

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

HL Financial Services's WFC Position: Q1 2019 in Review

HL Financial Services increased its Wells Fargo (WFC) stake by 1.3% in Q1 2019, buying an estimated $1.42M and bringing the position to 2,174,724 shares worth $105M. The position accounts for 1.62% of the portfolio, ranked #18.

HL Financial Services first reported a position in WFC in Q2 2013 and has held it in 24 quarters since. The position peaked at $131M in Q4 2017. 2,015 funds tracked by Wall St. Rank hold WFC as of Q1 2019.

  • HL Financial Services held 2,174,724 shares of Wells Fargo worth $105M as of Q1 2019.
  • HL Financial Services bought 28,928 Wells Fargo shares in Q1 2019, an estimated $1.42M.
  • Wells Fargo made up 1.62% of HL Financial Services's portfolio in Q1 2019, its #18 holding.
  • HL Financial Services first reported a position in Wells Fargo in Q2 2013 and has held it in 24 quarters since.
  • HL Financial Services's Wells Fargo position peaked at $131M in Q4 2017.
  • 2,015 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.