Lehman Financial Resources’s Wells Fargo WFC Stock Holding History

Lehman Financial Resources’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	$396K	Hold	7,540	–	–	0.19%	59
2018 Q2	$418K	Hold	7,540	–	–	0.21%	53
2018 Q1	$395K	Buy	7,540 +900	+14%	+$53.5K	0.2%	53
2017 Q4	$402K	Buy	6,640 +1,040	+19%	+$58.7K	0.21%	54
2017 Q3	$308K	Hold	5,600	–	–	0.16%	53
2017 Q2	$312K	Sell	5,600 -3	-0.1%	-$161	0.18%	48
2017 Q1	$311K	Sell	5,603 -500	-8%	-$28.4K	0.17%	47
2016 Q4	$336K	Buy	6,103 +200	+3%	+$10.1K	0.19%	46
2016 Q3	$261K	Buy	5,903 +3	+0.1%	+$144	0.15%	48
2016 Q2	$279K	Hold	5,900	–	–	0.14%	49
2016 Q1	$285K	Buy	+5,900	New	+$289K	0.15%	52
2015 Q4	–	Sell	-2,600	Closed	-$133K	–	352
2015 Q3	$133K	Sell	2,600 -300	-10%	-$16.5K	0.07%	73
2015 Q2	$163K	Buy	2,900 +100	+4%	+$5.58K	0.08%	64
2015 Q1	$152K	Buy	2,800 +2,400	+600%	+$130K	0.07%	73
2014 Q4	$22K	Sell	400 -300	-43%	-$15.9K	0.01%	232
2014 Q3	$36K	Sell	700 -86,010	-99%	-$4.42M	0.02%	180
2014 Q2	$4.56M	Buy	86,710 +1,582	+2%	+$79.5K	2.17%	9
2014 Q1	$4.23M	Buy	85,128 +1	+0%	+$47	2.19%	8
2013 Q4	$3.87M	Buy	85,127 +217	+0.3%	+$9.37K	2.39%	8
2013 Q3	$3.51M	Hold	84,910	–	–	2.25%	8
2013 Q2	$3.5M	Buy	+84,910	New	+$3.31M	2.37%	8

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Lehman Financial Resources's WFC Position: Q3 2018 in Review

Lehman Financial Resources held its Wells Fargo (WFC) position steady in Q3 2018 at 7,540 shares worth $396K. The position accounts for 0.19% of the portfolio, ranked #59.

Lehman Financial Resources first reported a position in WFC in Q2 2013 and has held it in 21 quarters since. The position peaked at $4.56M in Q2 2014. 1,973 funds tracked by Wall St. Rank hold WFC as of Q3 2018.

Lehman Financial Resources held 7,540 shares of Wells Fargo worth $396K as of Q3 2018.
Lehman Financial Resources left its Wells Fargo share count unchanged in Q3 2018.
Wells Fargo made up 0.19% of Lehman Financial Resources's portfolio in Q3 2018, its #59 holding.
Lehman Financial Resources first reported a position in Wells Fargo in Q2 2013 and has held it in 21 quarters since.
Lehman Financial Resources's Wells Fargo position peaked at $4.56M in Q2 2014.
1,973 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2018.

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