King Wealth Management Group’s Wells Fargo WFC Stock Holding History

King Wealth Management Group’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 Q4	–	Sell	-6,099	Closed	-$320K	–	143
2018 Q3	$320K	Sell	6,099 -499	-8%	-$28.5K	0.1%	91
2018 Q2	$366K	Buy	6,598 +73	+1%	+$3.91K	0.13%	84
2018 Q1	$342K	Sell	6,525 -424	-6%	-$25.2K	0.12%	91
2017 Q4	$421K	Sell	6,949 -333	-5%	-$18.8K	0.15%	75
2017 Q3	$402K	Sell	7,282 -1,950	-21%	-$104K	0.15%	81
2017 Q2	$511K	Sell	9,232 -828	-8%	-$44.4K	0.2%	65
2017 Q1	$560K	Sell	10,060 -596	-6%	-$33.8K	0.23%	64
2016 Q4	$587K	Buy	10,656 +2,254	+27%	+$113K	0.26%	59
2016 Q3	$372K	Sell	8,402 -665	-7%	-$31.8K	0.18%	70
2016 Q2	$429K	Buy	+9,067	New	+$442K	0.23%	57

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 International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

King Wealth Management Group's WFC Position: Q4 2018 in Review

King Wealth Management Group sold out of Wells Fargo (WFC) in Q4 2018, closing a stake of 6,099 shares — an estimated $320K sold.

King Wealth Management Group first reported a position in WFC in Q2 2016 and held it in 10 quarters. The position peaked at $587K in Q4 2016. 2,006 funds tracked by Wall St. Rank hold WFC as of Q4 2018.

King Wealth Management Group reported no remaining Wells Fargo position as of Q4 2018 after selling out during the quarter.
King Wealth Management Group sold 6,099 Wells Fargo shares in Q4 2018, an estimated $320K.
King Wealth Management Group first reported a position in Wells Fargo in Q2 2016 and held it in 10 quarters.
King Wealth Management Group's Wells Fargo position peaked at $587K in Q4 2016.
2,006 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2018.

Based on King Wealth Management Group's 13F filing for Q4 2018, filed 14 Feb 2019.