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
2026 Q1	–	Sell	-50,000	Closed	-$4.66M	–	908
2025 Q4	$4.66M	Buy	+50,000	New	+$4.34M	0.12%	208
2017 Q1	–	Sell	-75,000	Closed	-$4.13M	–	420
2016 Q4	$4.13M	Sell	75,000 -25,000	-25%	-$1.26M	0.27%	115
2016 Q3	$4.43M	Buy	+100,000	New	+$4.79M	0.25%	118

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.