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Independence Trust’s Wells Fargo WFC Stock Holding History

Independence Trust’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
2017
Q4 		– Sell
-56,692
Closed -$3.13M – 82
2017
Q3 		$3.13M Sell
56,692
-280
-0.5% -$14.9K 3.57% 11
2017
Q2 		$3.16M Buy
56,972
+7,875
+16% +$422K 3.75% 10
2017
Q1 		$2.73M Hold
49,097
– – 3.51% 12
2016
Q4 		$2.71M Sell
49,097
-1,848
-4% -$92.9K 3.71% 9
2016
Q3 		$2.25M Sell
50,945
-10,257
-17% -$491K 3.69% 12
2016
Q2 		$2.9M Sell
61,202
-45
-0.1% -$2.19K 4.45% 6
2016
Q1 		$2.96M Sell
61,247
-7,358
-11% -$360K 4.67% 5
2015
Q4 		$3.73M Buy
68,605
+790
+1% +$42.9K 4.86% 3
2015
Q3 		$3.48M Buy
67,815
+8,815
+15% +$485K 3.57% 5
2015
Q2 		$3.32M Sell
59,000
-485
-0.8% -$27K 2.23% 9
2015
Q1 		$3.24M Sell
59,485
-75
-0.1% -$4.05K 2.05% 9
2014
Q4 		$3.26M Sell
59,560
-216
-0.4% -$11.4K 1.97% 8
2014
Q3 		$3.1M Sell
59,776
-4,085
-6% -$210K 2.05% 7
2014
Q2 		$3.36M Sell
63,861
-320
-0.5% -$16.1K 2.15% 9
2014
Q1 		$3.19M Hold
64,181
– – 2.2% 7
2013
Q4 		$2.91M Sell
64,181
-915
-1% -$39.5K 1.99% 9
2013
Q3 		$2.69M Buy
65,096
+370
+0.6% +$15.8K 1.98% 7
2013
Q2 		$2.67M Buy
+64,726
New +$2.52M 1.92% 7

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Independence Trust's WFC Position: Q4 2017 in Review

Independence Trust sold out of Wells Fargo (WFC) in Q4 2017, closing a stake of 56,692 shares — an estimated $3.13M sold.

Independence Trust first reported a position in WFC in Q2 2013 and held it in 18 quarters. The position peaked at $3.73M in Q4 2015. 2,053 funds tracked by Wall St. Rank hold WFC as of Q4 2017.

  • Independence Trust reported no remaining Wells Fargo position as of Q4 2017 after selling out during the quarter.
  • Independence Trust sold 56,692 Wells Fargo shares in Q4 2017, an estimated $3.13M.
  • Independence Trust first reported a position in Wells Fargo in Q2 2013 and held it in 18 quarters.
  • Independence Trust's Wells Fargo position peaked at $3.73M in Q4 2015.
  • 2,053 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2017.

Based on Independence Trust's 13F filing for Q4 2017, filed 8 Feb 2018.