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Liberty Capital Management’s Wells Fargo WFC Stock Holding History

Liberty Capital Management’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
2020
Q1 		– Sell
-6,165
Closed -$332K – 125
2019
Q4 		$332K Hold
6,165
– – 0.14% 106
2019
Q3 		$311K Sell
6,165
-4,000
-39% -$188K 0.14% 108
2019
Q2 		$481K Hold
10,165
– – 0.22% 91
2019
Q1 		$491K Sell
10,165
-1,105
-10% -$54.3K 0.25% 79
2018
Q4 		$519K Hold
11,270
– – 0.32% 66
2018
Q3 		$592K Sell
11,270
-2,350
-17% -$134K 0.31% 68
2018
Q2 		$755K Hold
13,620
– – 0.44% 59
2018
Q1 		$714K Hold
13,620
– – 0.43% 58
2017
Q4 		$852K Sell
13,620
-1,700
-11% -$96K 0.45% 55
2017
Q3 		$841K Sell
15,320
-250
-2% -$13.3K 0.46% 59
2017
Q2 		$857K Buy
15,570
+1,000
+7% +$53.6K 0.52% 53
2017
Q1 		$811K Hold
14,570
– – 0.49% 62
2016
Q4 		$791K Sell
14,570
-19,586
-57% -$985K 0.51% 59
2016
Q3 		$1.5M Buy
34,156
+5,855
+21% +$280K 0.97% 42
2016
Q2 		$1.34M Sell
28,301
-1,655
-6% -$80.7K 0.9% 44
2016
Q1 		$1.45M Sell
29,956
-135
-0.4% -$6.61K 1.09% 39
2015
Q4 		$1.64M Buy
30,091
+1,777
+6% +$96.5K 1.23% 33
2015
Q3 		$1.45M Sell
28,314
-2,063
-7% -$113K 1.14% 37
2015
Q2 		$1.71M Buy
30,377
+4,755
+19% +$265K 1.15% 40
2015
Q1 		$1.39M Buy
25,622
+145
+0.6% +$7.84K 0.93% 47
2014
Q4 		$1.4M Sell
25,477
-225
-0.9% -$11.9K 0.97% 45
2014
Q3 		$1.33M Buy
25,702
+725
+3% +$37.3K 0.97% 48
2014
Q2 		$1.31M Sell
24,977
-350
-1% -$17.6K 0.93% 47
2014
Q1 		$1.26M Sell
25,327
-600
-2% -$27.9K 0.93% 46
2013
Q4 		$1.18M Sell
25,927
-200
-0.8% -$8.64K 0.84% 51
2013
Q3 		$1.08M Buy
26,127
+467
+2% +$19.9K 0.86% 49
2013
Q2 		$1.06M Buy
+25,660
New +$1,000K 0.91% 50

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Liberty Capital Management's WFC Position: Q1 2020 in Review

Liberty Capital Management sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 6,165 shares — an estimated $332K sold.

Liberty Capital Management first reported a position in WFC in Q2 2013 and held it in 27 quarters. The position peaked at $1.71M in Q2 2015. 1,808 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

  • Liberty Capital Management reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
  • Liberty Capital Management sold 6,165 Wells Fargo shares in Q1 2020, an estimated $332K.
  • Liberty Capital Management first reported a position in Wells Fargo in Q2 2013 and held it in 27 quarters.
  • Liberty Capital Management's Wells Fargo position peaked at $1.71M in Q2 2015.
  • 1,808 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Liberty Capital Management's 13F filing for Q1 2020, filed 13 Apr 2020.