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IFC Holdings’s Wells Fargo WFC Stock Holding History

IFC Holdings’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 		– Sell
-20,808
Closed -$1.26M – 438
2017
Q4 		$1.26M Buy
20,808
+12,906
+163% +$729K 0.09% 162
2017
Q3 		$438K Sell
7,902
-2,829
-26% -$150K 0.03% 328
2017
Q2 		$597K Buy
10,731
+239
+2% +$12.8K 0.05% 265
2017
Q1 		$586K Sell
10,492
-3,205
-23% -$182K 0.05% 236
2016
Q4 		$757K Sell
13,697
-5,805
-30% -$292K 0.08% 180
2016
Q3 		$862K Buy
19,502
+3,070
+19% +$147K 0.09% 159
2016
Q2 		$774K Buy
16,432
+4,920
+43% +$240K 0.09% 164
2016
Q1 		$557K Sell
11,512
-771
-6% -$37.8K 0.07% 191
2015
Q4 		$667K Buy
12,283
+1,505
+14% +$81.7K 0.09% 168
2015
Q3 		$551K Buy
10,778
+3,634
+51% +$200K 0.08% 172
2015
Q2 		$410K Buy
7,144
+164
+2% +$9.14K 0.06% 228
2015
Q1 		$379K Sell
6,980
-450
-6% -$24.3K 0.06% 241
2014
Q4 		$411K Buy
7,430
+1,434
+24% +$75.9K 0.07% 224
2014
Q3 		$310K Sell
5,996
-1,847
-24% -$95K 0.06% 254
2014
Q2 		$415K Sell
7,843
-27
-0.3% -$1.36K 0.08% 201
2014
Q1 		$388K Buy
7,870
+350
+5% +$16.3K 0.08% 193
2013
Q4 		$341K Buy
7,520
+948
+14% +$40.9K 0.07% 231
2013
Q3 		$272K Buy
6,572
+208
+3% +$8.88K 0.06% 268
2013
Q2 		$262K Buy
+6,364
New +$248K 0.06% 269

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

IFC Holdings's WFC Position: Q1 2018 in Review

IFC Holdings sold out of Wells Fargo (WFC) in Q1 2018, closing a stake of 20,808 shares — an estimated $1.26M sold.

IFC Holdings first reported a position in WFC in Q2 2013 and held it in 19 quarters. The position peaked at $1.26M in Q4 2017. 2,010 funds tracked by Wall St. Rank hold WFC as of Q1 2018.

  • IFC Holdings reported no remaining Wells Fargo position as of Q1 2018 after selling out during the quarter.
  • IFC Holdings sold 20,808 Wells Fargo shares in Q1 2018, an estimated $1.26M.
  • IFC Holdings first reported a position in Wells Fargo in Q2 2013 and held it in 19 quarters.
  • IFC Holdings's Wells Fargo position peaked at $1.26M in Q4 2017.
  • 2,010 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.