LFS
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Legacy Financial Strategies’s Wells Fargo WFC Stock Holding History

Legacy Financial Strategies’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
Q3 		– Sell
-4,066
Closed -$225K – 96
2018
Q2 		$225K Buy
4,066
+84
+2% +$4.5K 0.2% 82
2018
Q1 		$209K Sell
3,982
-381
-9% -$22.6K 0.2% 89
2017
Q4 		$265K Buy
+4,363
New +$246K 0.28% 81

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

Legacy Financial Strategies's WFC Position: Q3 2018 in Review

Legacy Financial Strategies sold out of Wells Fargo (WFC) in Q3 2018, closing a stake of 4,066 shares — an estimated $225K sold.

Legacy Financial Strategies first reported a position in WFC in Q4 2017 and held it in 3 quarters. The position peaked at $265K in Q4 2017. 1,974 funds tracked by Wall St. Rank hold WFC as of Q3 2018.

  • Legacy Financial Strategies reported no remaining Wells Fargo position as of Q3 2018 after selling out during the quarter.
  • Legacy Financial Strategies sold 4,066 Wells Fargo shares in Q3 2018, an estimated $225K.
  • Legacy Financial Strategies first reported a position in Wells Fargo in Q4 2017 and held it in 3 quarters.
  • Legacy Financial Strategies's Wells Fargo position peaked at $265K in Q4 2017.
  • 1,974 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2018.

Based on Legacy Financial Strategies's 13F filing for Q3 2018, filed 14 Nov 2018.