J. Goldman & Co’s Wells Fargo WFC Stock Holding History

J. Goldman & Co’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	-46,187	Closed	-$2.57M	–	421
2017 Q1	$2.57M	Buy	46,187 +39,887	+633%	+$2.26M	0.13%	191
2016 Q4	$347K	Buy	6,300 +300	+5%	+$15.1K	0.02%	267
2016 Q3	$266K	Sell	6,000 -161,700	-96%	-$7.74M	0.02%	279
2016 Q2	$7.94M	Buy	167,700 +93,500	+126%	+$4.56M	0.41%	57
2016 Q1	$3.59M	Buy	+74,200	New	+$3.63M	0.22%	123
2014 Q4	–	Sell	-100,000	Closed	-$5.19M	–	285
2014 Q3	$5.19M	Buy	100,000 +10,000	+11%	+$514K	0.31%	97
2014 Q2	$4.73M	Sell	90,000 -25,000	-22%	-$1.26M	0.35%	80
2014 Q1	$5.72M	Sell	115,000 -10,000	-8%	-$466K	0.42%	73
2013 Q4	$5.67M	Sell	125,000 -112,500	-47%	-$4.86M	0.71%	31
2013 Q3	$9.81M	Buy	237,500 +62,500	+36%	+$2.67M	0.92%	20
2013 Q2	$7.22M	Buy	+175,000	New	+$6.82M	0.74%	31

Other funds holding WFC

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

J. Goldman & Co's WFC Position: Q2 2017 in Review

J. Goldman & Co sold out of Wells Fargo (WFC) in Q2 2017, closing a stake of 46,187 shares — an estimated $2.57M sold.

J. Goldman & Co first reported a position in WFC in Q2 2013 and held it in 11 quarters. The position peaked at $9.81M in Q3 2013. 1,913 funds tracked by Wall St. Rank hold WFC as of Q2 2017.

J. Goldman & Co reported no remaining Wells Fargo position as of Q2 2017 after selling out during the quarter.
J. Goldman & Co sold 46,187 Wells Fargo shares in Q2 2017, an estimated $2.57M.
J. Goldman & Co first reported a position in Wells Fargo in Q2 2013 and held it in 11 quarters.
J. Goldman & Co's Wells Fargo position peaked at $9.81M in Q3 2013.
1,913 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2017.

Based on J. Goldman & Co's 13F filing for Q2 2017, filed 14 Aug 2017.