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Independent Order of Foresters’s Wells Fargo WFC Stock Holding History

Independent Order of Foresters’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
Q3 		– Sell
-6,002
Closed -$284K – 23
2019
Q2 		$284K Sell
6,002
-480
-7% -$22.4K 0.27% 8
2019
Q1 		$313K Sell
6,482
-1,808
-22% -$88.9K 0.3% 8
2018
Q4 		$382K Sell
8,290
-40
-0.5% -$2.05K 0.41% 5
2018
Q3 		$438K Hold
8,330
– – 0.4% 4
2018
Q2 		$462K Buy
8,330
+1,410
+20% +$75.5K 0.66% 2
2018
Q1 		$363K Sell
6,920
-150
-2% -$8.91K 0.34% 60
2017
Q4 		$429K Sell
7,070
-3,890
-35% -$220K 0.38% 51
2017
Q3 		$604K Hold
10,960
– – 0.5% 46
2017
Q2 		$607K Sell
10,960
-670
-6% -$35.9K 0.5% 45
2017
Q1 		$647K Hold
11,630
– – 0.55% 43
2016
Q4 		$641K Sell
11,630
-2,670
-19% -$134K 0.54% 45
2016
Q3 		$633K Buy
14,300
+4,620
+48% +$221K 0.52% 45
2016
Q2 		$458K Hold
9,680
– – 0.34% 56
2016
Q1 		$468K Hold
9,680
– – 0.35% 58
2015
Q4 		$526K Sell
9,680
-1,795
-16% -$97.5K 0.41% 48
2015
Q3 		$589K Hold
11,475
– – 0.5% 45
2015
Q2 		$646K Sell
11,475
-625
-5% -$34.8K 0.61% 42
2015
Q1 		$659K Hold
12,100
– – 0.62% 44
2014
Q4 		$663K Sell
12,100
-800
-6% -$42.4K 0.69% 37
2014
Q3 		$669K Hold
12,900
– – 0.67% 38
2014
Q2 		$678K Hold
12,900
– – 0.61% 40
2014
Q1 		$642K Sell
12,900
-2,400
-16% -$112K 0.59% 39
2013
Q4 		$694K Hold
15,300
– – 0.69% 36
2013
Q3 		$632K Hold
15,300
– – 0.62% 46
2013
Q2 		$631K Buy
+15,300
New +$596K 0.64% 40

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Independent Order of Foresters's WFC Position: Q3 2019 in Review

Independent Order of Foresters sold out of Wells Fargo (WFC) in Q3 2019, closing a stake of 6,002 shares — an estimated $284K sold.

Independent Order of Foresters first reported a position in WFC in Q2 2013 and held it in 25 quarters. The position peaked at $694K in Q4 2013. 1,938 funds tracked by Wall St. Rank hold WFC as of Q3 2019.

  • Independent Order of Foresters reported no remaining Wells Fargo position as of Q3 2019 after selling out during the quarter.
  • Independent Order of Foresters sold 6,002 Wells Fargo shares in Q3 2019, an estimated $284K.
  • Independent Order of Foresters first reported a position in Wells Fargo in Q2 2013 and held it in 25 quarters.
  • Independent Order of Foresters's Wells Fargo position peaked at $694K in Q4 2013.
  • 1,938 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2019.

Based on Independent Order of Foresters's 13F filing for Q3 2019, filed 8 Nov 2019.