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Liberty Mutual Group Asset Management’s Wells Fargo WFC Stock Holding History

Liberty Mutual Group Asset 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
2018
Q4 		– Sell
-175,300
Closed -$9.21M – 786
2018
Q3 		$9.21M Sell
175,300
-4,361
-2% -$249K 0.19% 33
2018
Q2 		$9.96M Sell
179,661
-2,759
-2% -$148K 0.25% 30
2018
Q1 		$9.56M Hold
182,420
– – 0.29% 30
2017
Q4 		$11.1M Sell
182,420
-4,072
-2% -$230K 0.32% 29
2017
Q3 		$10.3M Sell
186,492
-101,977
-35% -$5.42M 0.56% 21
2017
Q2 		$16M Buy
288,469
+47,960
+20% +$2.57M 0.65% 18
2017
Q1 		$13.4M Sell
240,509
-86,953
-27% -$4.93M 0.52% 21
2016
Q4 		$18M Buy
327,462
+16,596
+5% +$834K 0.64% 17
2016
Q3 		$13.8M Sell
310,866
-6,233
-2% -$298K 0.49% 24
2016
Q2 		$15M Buy
317,099
+20,246
+7% +$987K 0.55% 20
2016
Q1 		$14.4M Buy
296,853
+19,835
+7% +$971K 0.6% 19
2015
Q4 		$15.1M Buy
277,018
+130,589
+89% +$7.09M 0.6% 12
2015
Q3 		$7.52M Buy
146,429
+462
+0.3% +$25.4K 0.28% 19
2015
Q2 		$8.21M Sell
145,967
-72,438
-33% -$4.04M 0.28% 21
2015
Q1 		$11.9M Sell
218,405
-1,044
-0.5% -$56.4K 0.37% 14
2014
Q4 		$12M Buy
219,449
+3,093
+1% +$164K 0.38% 13
2014
Q3 		$11.2M Sell
216,356
-965
-0.4% -$49.6K 0.36% 16
2014
Q2 		$11.4M Sell
217,321
-1,388
-0.6% -$69.8K 0.36% 13
2014
Q1 		$10.9M Buy
218,709
+3,263
+2% +$152K 0.36% 12
2013
Q4 		$9.78M Sell
215,446
-76,305
-26% -$3.3M 0.34% 14
2013
Q3 		$12.1M Buy
291,751
+56,426
+24% +$2.41M 0.45% 15
2013
Q2 		$9.71M Buy
+235,325
New +$9.17M 0.38% 33

Other funds holding WFC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Liberty Mutual Group Asset Management's WFC Position: Q4 2018 in Review

Liberty Mutual Group Asset Management sold out of Wells Fargo (WFC) in Q4 2018, closing a stake of 175,300 shares — an estimated $9.21M sold.

Liberty Mutual Group Asset Management first reported a position in WFC in Q2 2013 and held it in 22 quarters. The position peaked at $18M in Q4 2016. 2,008 funds tracked by Wall St. Rank hold WFC as of Q4 2018.

  • Liberty Mutual Group Asset Management reported no remaining Wells Fargo position as of Q4 2018 after selling out during the quarter.
  • Liberty Mutual Group Asset Management sold 175,300 Wells Fargo shares in Q4 2018, an estimated $9.21M.
  • Liberty Mutual Group Asset Management first reported a position in Wells Fargo in Q2 2013 and held it in 22 quarters.
  • Liberty Mutual Group Asset Management's Wells Fargo position peaked at $18M in Q4 2016.
  • 2,008 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2018.

Based on Liberty Mutual Group Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.