Lawrence B. Cohen’s Wells Fargo WFC Stock Holding History

Lawrence B. Cohen’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
2019 Q3	–	Sell	-20,554	Closed	-$973K	–	78
2019 Q2	$973K	Sell	20,554 -690	-3%	-$32.3K	0.67%	43
2019 Q1	$1.03M	Sell	21,244 -1,773	-8%	-$87.2K	0.72%	42
2018 Q4	$1.06M	Sell	23,017 -291	-1%	-$14.9K	0.82%	39
2018 Q3	$1.23M	Sell	23,308 -865	-4%	-$49.4K	0.83%	37
2018 Q2	$1.34M	Buy	24,173 +559	+2%	+$29.9K	0.96%	34
2018 Q1	$1.24M	Sell	23,614 -540	-2%	-$32.1K	0.83%	37
2017 Q4	$1.47M	Sell	24,154 -625	-3%	-$35.3K	0.93%	34
2017 Q3	$1.37M	Buy	24,779 +90	+0.4%	+$4.78K	0.89%	36
2017 Q2	$1.37M	Sell	24,689 -650	-3%	-$34.8K	0.87%	36
2017 Q1	$1.41M	Sell	25,339 -805	-3%	-$45.7K	0.87%	34
2016 Q4	$1.44M	Buy	26,144 +780	+3%	+$39.2K	0.88%	35
2016 Q3	$1.12M	Buy	25,364 +6,240	+33%	+$299K	0.67%	37
2016 Q2	$905K	Buy	19,124 +6,485	+51%	+$316K	0.54%	38
2016 Q1	$611K	Buy	12,639 +1,750	+16%	+$85.7K	0.4%	42
2015 Q4	$592K	Buy	10,889 +490	+5%	+$26.6K	0.4%	46
2015 Q3	$534K	Buy	10,399 +1,185	+13%	+$65.2K	0.37%	45
2015 Q2	$518K	Buy	9,214 +508	+6%	+$28.3K	0.33%	47
2015 Q1	$474K	Buy	8,706 +595	+7%	+$32.2K	0.29%	49
2014 Q4	$445K	Buy	8,111 +327	+4%	+$17.3K	0.27%	53
2014 Q3	$404K	Sell	7,784 -75	-1%	-$3.86K	0.27%	52
2014 Q2	$413K	Hold	7,859	–	–	0.27%	50
2014 Q1	$391K	Hold	7,859	–	–	0.27%	49
2013 Q4	$357K	Buy	7,859 +280	+4%	+$12.1K	0.25%	53
2013 Q3	$313K	Hold	7,579	–	–	0.24%	54
2013 Q2	$313K	Buy	+7,579	New	+$295K	0.23%	53

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

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

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

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

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

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

Lawrence B. Cohen's WFC Position: Q3 2019 in Review

Lawrence B. Cohen sold out of Wells Fargo (WFC) in Q3 2019, closing a stake of 20,554 shares — an estimated $973K sold.

Lawrence B. Cohen first reported a position in WFC in Q2 2013 and held it in 25 quarters. The position peaked at $1.47M in Q4 2017. 1,937 funds tracked by Wall St. Rank hold WFC as of Q3 2019.

Lawrence B. Cohen reported no remaining Wells Fargo position as of Q3 2019 after selling out during the quarter.
Lawrence B. Cohen sold 20,554 Wells Fargo shares in Q3 2019, an estimated $973K.
Lawrence B. Cohen first reported a position in Wells Fargo in Q2 2013 and held it in 25 quarters.
Lawrence B. Cohen's Wells Fargo position peaked at $1.47M in Q4 2017.
1,937 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2019.

Based on Lawrence B. Cohen's 13F filing for Q3 2019, filed 4 Nov 2019.