Live Your Vision’s Wells Fargo WFC Stock Holding History

Live Your Vision’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
2019 Q1	$10K	Buy	231 +92	+66%	+$4.53K	﹤0.01%	200
2018 Q4	$7K	Hold	139	–	–	﹤0.01%	198
2018 Q3	$7K	Hold	139	–	–	﹤0.01%	213
2018 Q2	$8K	Hold	139	–	–	﹤0.01%	241
2018 Q1	$7K	Hold	139	–	–	﹤0.01%	202
2017 Q4	$8K	Hold	139	–	–	﹤0.01%	193
2017 Q3	$8K	Hold	139	–	–	﹤0.01%	194
2017 Q2	$8K	Hold	139	–	–	﹤0.01%	202
2017 Q1	$8K	Hold	139	–	–	﹤0.01%	210
2016 Q4	$8K	Hold	139	–	–	﹤0.01%	200
2016 Q3	$6K	Buy	+139	New	+$6.65K	﹤0.01%	213
2015 Q4	–	Sell	-1,139	Closed	-$58K	–	268
2015 Q3	$58K	Buy	+1,139	New	+$62.6K	0.03%	106

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

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 International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Live Your Vision's WFC Position: Q1 2019 in Review

Live Your Vision increased its Wells Fargo (WFC) stake by 66% in Q1 2019, buying an estimated $4.53K and bringing the position to 231 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #200.

Live Your Vision first reported a position in WFC in Q3 2015 and has held it in 12 quarters since. The position peaked at $58K in Q3 2015. 2,015 funds tracked by Wall St. Rank hold WFC as of Q1 2019.

Live Your Vision held 231 shares of Wells Fargo worth $10K as of Q1 2019.
Live Your Vision bought 92 Wells Fargo shares in Q1 2019, an estimated $4.53K.
Wells Fargo made up ﹤0.01% of Live Your Vision's portfolio in Q1 2019, its #200 holding.
Live Your Vision first reported a position in Wells Fargo in Q3 2015 and has held it in 12 quarters since.
Live Your Vision's Wells Fargo position peaked at $58K in Q3 2015.
2,015 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2019.

Based on Live Your Vision's 13F filing for Q1 2019, filed 25 Apr 2019.