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LGL Partners’s Wells Fargo WFC Stock Holding History

LGL Partners’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
2017
Q3 		– Sell
-9,051
Closed -$501K – 88
2017
Q2 		$501K Hold
9,051
– – 0.27% 47
2017
Q1 		$504K Sell
9,051
-1,000
-10% -$56.7K 0.25% 48
2016
Q4 		$554K Hold
10,051
– – 0.3% 45
2016
Q3 		$441K Sell
10,051
-1,000
-9% -$47.9K 0.23% 49
2016
Q2 		$517K Sell
11,051
-815
-7% -$39.7K 0.28% 45
2016
Q1 		$574K Buy
11,866
+3,351
+39% +$164K 0.3% 46
2015
Q4 		$463K Buy
+8,515
New +$462K 0.25% 50

Other funds holding WFC

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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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LGL Partners's WFC Position: Q3 2017 in Review

LGL Partners sold out of Wells Fargo (WFC) in Q3 2017, closing a stake of 9,051 shares — an estimated $501K sold.

LGL Partners first reported a position in WFC in Q4 2015 and held it in 7 quarters. The position peaked at $574K in Q1 2016. 1,865 funds tracked by Wall St. Rank hold WFC as of Q3 2017.

  • LGL Partners reported no remaining Wells Fargo position as of Q3 2017 after selling out during the quarter.
  • LGL Partners sold 9,051 Wells Fargo shares in Q3 2017, an estimated $501K.
  • LGL Partners first reported a position in Wells Fargo in Q4 2015 and held it in 7 quarters.
  • LGL Partners's Wells Fargo position peaked at $574K in Q1 2016.
  • 1,865 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2017.

Based on LGL Partners's 13F filing for Q3 2017, filed 14 Nov 2017.