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Independent Portfolio Consultants’s Wells Fargo WFC Stock Holding History

Independent Portfolio Consultants’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
Q2 		$42K Sell
760
-10,516
-93% -$563K 0.02% 537
2017
Q1 		$628K Sell
11,276
-26,273
-70% -$1.49M 0.22% 162
2016
Q4 		$2.07M Buy
37,549
+513
+1% +$25.8K 0.68% 18
2016
Q3 		$1.64M Buy
37,036
+1,395
+4% +$66.8K 0.51% 36
2016
Q2 		$1.69M Buy
35,641
+24,410
+217% +$1.19M 0.53% 38
2016
Q1 		$543K Sell
11,231
-264
-2% -$12.9K 0.15% 199
2015
Q4 		$625K Sell
11,495
-6,675
-37% -$362K 0.19% 163
2015
Q3 		$933K Buy
18,170
+365
+2% +$20.1K 0.2% 144
2015
Q2 		$1M Buy
17,805
+140
+0.8% +$7.81K 0.2% 163
2015
Q1 		$961K Sell
17,665
-192
-1% -$10.4K 0.2% 156
2014
Q4 		$979K Buy
17,857
+9,428
+112% +$499K 0.2% 160
2014
Q3 		$437K Sell
8,429
-24
-0.3% -$1.24K 0.12% 260
2014
Q2 		$444K Buy
8,453
+2,833
+50% +$142K 0.12% 270
2014
Q1 		$279K Sell
5,620
-2,745
-33% -$128K 0.09% 378
2013
Q4 		$380K Buy
8,365
+1,579
+23% +$68.2K 0.13% 320
2013
Q3 		$280K Sell
6,786
-769
-10% -$32.8K 0.11% 373
2013
Q2 		$312K Buy
+7,555
New +$294K 0.14% 315

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Independent Portfolio Consultants's WFC Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Wells Fargo (WFC) stake by 93% in Q2 2017, selling an estimated $563K and leaving 760 shares worth $42K. The position accounts for 0.02% of the portfolio, ranked #537.

Independent Portfolio Consultants first reported a position in WFC in Q2 2013 and has held it in 17 quarters since. The position peaked at $2.07M in Q4 2016. 1,914 funds tracked by Wall St. Rank hold WFC as of Q2 2017.

  • Independent Portfolio Consultants held 760 shares of Wells Fargo worth $42K as of Q2 2017.
  • Independent Portfolio Consultants sold 10,516 Wells Fargo shares in Q2 2017, an estimated $563K.
  • Wells Fargo made up 0.02% of Independent Portfolio Consultants's portfolio in Q2 2017, its #537 holding.
  • Independent Portfolio Consultants first reported a position in Wells Fargo in Q2 2013 and has held it in 17 quarters since.
  • Independent Portfolio Consultants's Wells Fargo position peaked at $2.07M in Q4 2016.
  • 1,914 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.