Invictus RG’s Wells Fargo WFC Stock Holding History

Invictus RG’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	–	Sell	-785	Closed	-$44K	–	854
2017 Q1	$44K	Buy	+785	New	+$44.5K	0.03%	539

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Invictus RG's WFC Position: Q2 2017 in Review

Invictus RG sold out of Wells Fargo (WFC) in Q2 2017, closing a stake of 785 shares — an estimated $44K sold.

Invictus RG first reported a position in WFC in Q1 2017 and held it in 1 quarter. The position peaked at $44K in Q1 2017. 1,913 funds tracked by Wall St. Rank hold WFC as of Q2 2017.

Invictus RG reported no remaining Wells Fargo position as of Q2 2017 after selling out during the quarter.
Invictus RG sold 785 Wells Fargo shares in Q2 2017, an estimated $44K.
Invictus RG first reported a position in Wells Fargo in Q1 2017 and held it in 1 quarter.
Invictus RG's Wells Fargo position peaked at $44K in Q1 2017.
1,913 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2017.

Based on Invictus RG's 13F filing for Q2 2017, filed 14 Aug 2017.