Kays Financial Advisory’s Wells Fargo WFC Stock Holding History

Kays Financial Advisory’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 Q4	–	Sell	-2,000	Closed	-$110K	–	89
2017 Q3	$110K	Hold	2,000	–	–	0.04%	83
2017 Q2	$111K	Hold	2,000	–	–	0.04%	76
2017 Q1	$111K	Hold	2,000	–	–	0.04%	75
2016 Q4	$110K	Buy	+2,000	New	+$101K	0.04%	69

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Kays Financial Advisory's WFC Position: Q1 2018 in Review

Kays Financial Advisory sold out of Wells Fargo (WFC) in Q1 2018, closing a stake of 4,381 shares — an estimated $266K sold.

Kays Financial Advisory first reported a position in WFC in Q4 2016 and held it in 5 quarters. The position peaked at $266K in Q4 2017. 2,009 funds tracked by Wall St. Rank hold WFC as of Q1 2018.

Kays Financial Advisory reported no remaining Wells Fargo position as of Q1 2018 after selling out during the quarter.
Kays Financial Advisory sold 4,381 Wells Fargo shares in Q1 2018, an estimated $266K.
Kays Financial Advisory first reported a position in Wells Fargo in Q4 2016 and held it in 5 quarters.
Kays Financial Advisory's Wells Fargo position peaked at $266K in Q4 2017.
2,009 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2018.

Based on Kays Financial Advisory's 13F filing for Q1 2018, filed 1 Nov 2018.