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K2 Principal Fund’s Wells Fargo WFC Stock Holding History

K2 Principal Fund’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
2018
Q2 		– Sell
-125,000
Closed -$6.55M – 376
2018
Q1 		$6.55M Buy
+125,000
New +$7.43M 0.37% 67
2017
Q2 		– Sell
-50,000
Closed -$2.78M – 409
2017
Q1 		$2.78M Buy
+50,000
New +$2.84M 0.23% 108

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

K2 Principal Fund's WFC Position: Q3 2018 in Review

K2 Principal Fund sold out of Wells Fargo (WFC) in Q3 2018, closing a stake of 10,000 shares — an estimated $554K sold.

K2 Principal Fund first reported a position in WFC in Q3 2016 and held it in 7 quarters. The position peaked at $9.46M in Q1 2017. 1,973 funds tracked by Wall St. Rank hold WFC as of Q3 2018.

  • K2 Principal Fund reported no remaining Wells Fargo position as of Q3 2018 after selling out during the quarter.
  • K2 Principal Fund sold 10,000 Wells Fargo shares in Q3 2018, an estimated $554K.
  • K2 Principal Fund first reported a position in Wells Fargo in Q3 2016 and held it in 7 quarters.
  • K2 Principal Fund's Wells Fargo position peaked at $9.46M in Q1 2017.
  • 1,973 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2018.

Based on K2 Principal Fund's 13F filing for Q3 2018, filed 13 Nov 2018.