HCM
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HMS Capital Management’s Wells Fargo WFC Stock Holding History

HMS 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
2019
Q1 		– Sell
-4,580
Closed -$211K – 211
2018
Q4 		$211K Hold
4,580
– – 0.11% 154
2018
Q3 		$241K Hold
4,580
– – 0.12% 164
2018
Q2 		$254K Buy
+4,580
New +$245K 0.14% 159

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State Street
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Fidelity Investments
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Dodge & Cox
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T. Rowe Price Associates
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Franklin Resources
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Capital International Investors
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HMS Capital Management's WFC Position: Q1 2019 in Review

HMS Capital Management sold out of Wells Fargo (WFC) in Q1 2019, closing a stake of 4,580 shares — an estimated $211K sold.

HMS Capital Management first reported a position in WFC in Q2 2018 and held it in 3 quarters. The position peaked at $254K in Q2 2018. 2,015 funds tracked by Wall St. Rank hold WFC as of Q1 2019.

  • HMS Capital Management reported no remaining Wells Fargo position as of Q1 2019 after selling out during the quarter.
  • HMS Capital Management sold 4,580 Wells Fargo shares in Q1 2019, an estimated $211K.
  • HMS Capital Management first reported a position in Wells Fargo in Q2 2018 and held it in 3 quarters.
  • HMS Capital Management's Wells Fargo position peaked at $254K in Q2 2018.
  • 2,015 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2019.

Based on HMS Capital Management's 13F filing for Q1 2019, filed 24 Apr 2019.