Intermede Investment Partners’s Wells Fargo WFC Stock Holding History

Intermede Investment Partners’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	-872,152	Closed	-$40.2M	–	28
2018 Q4	$40.2M	Sell	872,152 -269,195	-24%	-$13.8M	3.21%	19
2018 Q3	$60M	Buy	1,141,347 +46,301	+4%	+$2.64M	4.49%	10
2018 Q2	$60.7M	Sell	1,095,046 -36,800	-3%	-$1.97M	4.8%	8
2018 Q1	$59.3M	Buy	1,131,846 +281,198	+33%	+$16.7M	5.09%	6
2017 Q4	$51.6M	Buy	850,648 +40,357	+5%	+$2.28M	4.38%	14
2017 Q3	$44.7M	Buy	810,291 +212,775	+36%	+$11.3M	4.09%	12
2017 Q2	$33.1M	Buy	597,516 +156,412	+35%	+$8.38M	3.2%	18
2017 Q1	$24.6M	Buy	441,104 +30,740	+7%	+$1.74M	2.57%	22
2016 Q4	$22.6M	Buy	+410,364	New	+$20.6M	2.65%	21

Other funds holding WFC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Intermede Investment Partners's WFC Position: Q1 2019 in Review

Intermede Investment Partners sold out of Wells Fargo (WFC) in Q1 2019, closing a stake of 872,152 shares — an estimated $40.2M sold.

Intermede Investment Partners first reported a position in WFC in Q4 2016 and held it in 9 quarters. The position peaked at $60.7M in Q2 2018. 2,015 funds tracked by Wall St. Rank hold WFC as of Q1 2019.

Intermede Investment Partners reported no remaining Wells Fargo position as of Q1 2019 after selling out during the quarter.
Intermede Investment Partners sold 872,152 Wells Fargo shares in Q1 2019, an estimated $40.2M.
Intermede Investment Partners first reported a position in Wells Fargo in Q4 2016 and held it in 9 quarters.
Intermede Investment Partners's Wells Fargo position peaked at $60.7M in Q2 2018.
2,015 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2019.

Based on Intermede Investment Partners's 13F filing for Q1 2019, filed 1 May 2019.