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Lederer & Associates Investment Counsel’s Wells Fargo WFC Stock Holding History

Lederer & Associates Investment Counsel’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
-37,860
Closed -$1.99M – 94
2018
Q3 		$1.99M Buy
37,860
+105
+0.3% +$6K 1.68% 20
2018
Q2 		$2.09M Sell
37,755
-810
-2% -$43.4K 1.89% 16
2018
Q1 		$2.02M Sell
38,565
-665
-2% -$39.5K 1.82% 19
2017
Q4 		$2.38M Buy
39,230
+40
+0.1% +$2.26K 2.13% 12
2017
Q3 		$2.16M Buy
39,190
+45
+0.1% +$2.39K 2.06% 14
2017
Q2 		$2.17M Buy
39,145
+1,945
+5% +$104K 2.09% 14
2017
Q1 		$2.07M Buy
37,200
+255
+0.7% +$14.5K 1.95% 14
2016
Q4 		$2.04M Buy
+36,945
New +$1.86M 2.02% 14
2015
Q3 		$1.77M Buy
34,410
+40
+0.1% +$2.2K 1.97% 19
2015
Q2 		$1.93M Buy
34,370
+140
+0.4% +$7.81K 1.98% 16
2015
Q1 		$1.86M Buy
+34,230
New +$1.85M 1.82% 22

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Lederer & Associates Investment Counsel's WFC Position: Q4 2018 in Review

Lederer & Associates Investment Counsel sold out of Wells Fargo (WFC) in Q4 2018, closing a stake of 37,860 shares — an estimated $1.99M sold.

Lederer & Associates Investment Counsel first reported a position in WFC in Q1 2015 and held it in 11 quarters. The position peaked at $2.38M in Q4 2017. 2,006 funds tracked by Wall St. Rank hold WFC as of Q4 2018.

  • Lederer & Associates Investment Counsel reported no remaining Wells Fargo position as of Q4 2018 after selling out during the quarter.
  • Lederer & Associates Investment Counsel sold 37,860 Wells Fargo shares in Q4 2018, an estimated $1.99M.
  • Lederer & Associates Investment Counsel first reported a position in Wells Fargo in Q1 2015 and held it in 11 quarters.
  • Lederer & Associates Investment Counsel's Wells Fargo position peaked at $2.38M in Q4 2017.
  • 2,006 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2018.

Based on Lederer & Associates Investment Counsel's 13F filing for Q4 2018, filed 25 Jan 2019.