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Lodestar Investment Counsel’s Wells Fargo WFC Stock Holding History

Lodestar Investment Counsel’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
Q2 		$1.36M Sell
28,848
-1,003
-3% -$46.9K 0.14% 84
2019
Q1 		$1.44M Sell
29,851
-1,650
-5% -$81.2K 0.15% 77
2018
Q4 		$1.45M Sell
31,501
-500
-2% -$25.6K 0.18% 73
2018
Q3 		$1.68M Sell
32,001
-775
-2% -$44.3K 0.18% 73
2018
Q2 		$1.82M Sell
32,776
-3,853
-11% -$206K 0.21% 69
2018
Q1 		$1.92M Buy
36,629
+415
+1% +$24.7K 0.22% 64
2017
Q4 		$2.2M Sell
36,214
-109
-0.3% -$6.16K 0.25% 65
2017
Q3 		$2M Buy
36,323
+25
+0.1% +$1.33K 0.25% 64
2017
Q2 		$2.01M Sell
36,298
-352
-1% -$18.9K 0.26% 61
2017
Q1 		$2.04M Buy
36,650
+1,302
+4% +$73.9K 0.27% 62
2016
Q4 		$1.95M Sell
35,348
-749
-2% -$37.7K 0.26% 61
2016
Q3 		$1.6M Buy
36,097
+1,125
+3% +$53.8K 0.22% 62
2016
Q2 		$1.66M Buy
34,972
+11,043
+46% +$538K 0.24% 62
2016
Q1 		$1.16M Buy
23,929
+12,574
+111% +$616K 0.17% 71
2015
Q4 		$617K Hold
11,355
– – 0.1% 92
2015
Q3 		$583K Buy
11,355
+2,230
+24% +$123K 0.1% 93
2015
Q2 		$513K Sell
9,125
-175
-2% -$9.76K 0.08% 100
2015
Q1 		$506K Buy
9,300
+851
+10% +$46K 0.08% 100
2014
Q4 		$463K Sell
8,449
-700
-8% -$37.1K 0.13% 75
2014
Q3 		$475K Hold
9,149
– – 0.15% 74
2014
Q2 		$481K Buy
9,149
+500
+6% +$25.1K 0.14% 75
2014
Q1 		$430K Buy
+8,649
New +$403K 0.13% 80

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Lodestar Investment Counsel's WFC Position: Q2 2019 in Review

Lodestar Investment Counsel reduced its Wells Fargo (WFC) stake by 3.4% in Q2 2019, selling an estimated $46.9K and leaving 28,848 shares worth $1.36M. The position accounts for 0.14% of the portfolio, ranked #84.

Lodestar Investment Counsel first reported a position in WFC in Q1 2014 and has held it in 22 quarters since. The position peaked at $2.2M in Q4 2017. 1,954 funds tracked by Wall St. Rank hold WFC as of Q2 2019.

  • Lodestar Investment Counsel held 28,848 shares of Wells Fargo worth $1.36M as of Q2 2019.
  • Lodestar Investment Counsel sold 1,003 Wells Fargo shares in Q2 2019, an estimated $46.9K.
  • Wells Fargo made up 0.14% of Lodestar Investment Counsel's portfolio in Q2 2019, its #84 holding.
  • Lodestar Investment Counsel first reported a position in Wells Fargo in Q1 2014 and has held it in 22 quarters since.
  • Lodestar Investment Counsel's Wells Fargo position peaked at $2.2M in Q4 2017.
  • 1,954 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2019.

Based on Lodestar Investment Counsel's 13F filing for Q2 2019, filed 10 Jul 2019.