Loeb Partners Corp’s Wells Fargo WFC Stock Holding History

Loeb Partners Corp’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	–	Sell	-121	Closed	-$6K	–	126
2019 Q1	$6K	Sell	121 -49	-29%	-$2.41K	0.12%	95
2018 Q4	$8K	Buy	+170	New	+$8.71K	﹤0.01%	237
2017 Q2	–	Sell	-74,358	Closed	-$4.14M	–	178
2017 Q1	$4.14M	Hold	74,358	–	–	1.25%	25
2016 Q4	$4.1M	Sell	74,358 -3,400	-4%	-$171K	1.39%	23
2016 Q3	$3.44M	Sell	77,758 -1,800	-2%	-$86.1K	1.23%	26
2016 Q2	$3.77M	Sell	79,558 -400	-0.5%	-$19.5K	1.24%	29
2016 Q1	$3.87M	Sell	79,958 -15,000	-16%	-$734K	1.38%	24
2015 Q4	$5.16M	Sell	94,958 -2,719	-3%	-$148K	1.65%	13
2015 Q3	$5.02M	Buy	97,677 +12,300	+14%	+$676K	1.84%	13
2015 Q2	$4.8M	Buy	+85,377	New	+$4.76M	1.39%	18
2014 Q3	–	Sell	-10,062	Closed	-$529K	–	188
2014 Q2	$529K	Buy	+10,062	New	+$506K	0.16%	116
2014 Q1	–	Sell	-10,062	Closed	-$457K	–	202
2013 Q4	$457K	Buy	+10,062	New	+$435K	0.15%	131

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Loeb Partners Corp's WFC Position: Q2 2019 in Review

Loeb Partners Corp sold out of Wells Fargo (WFC) in Q2 2019, closing a stake of 121 shares — an estimated $6K sold.

Loeb Partners Corp first reported a position in WFC in Q4 2013 and held it in 12 quarters. The position peaked at $5.16M in Q4 2015. 1,954 funds tracked by Wall St. Rank hold WFC as of Q2 2019.

Loeb Partners Corp reported no remaining Wells Fargo position as of Q2 2019 after selling out during the quarter.
Loeb Partners Corp sold 121 Wells Fargo shares in Q2 2019, an estimated $6K.
Loeb Partners Corp first reported a position in Wells Fargo in Q4 2013 and held it in 12 quarters.
Loeb Partners Corp's Wells Fargo position peaked at $5.16M in Q4 2015.
1,954 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2019.

Based on Loeb Partners Corp's 13F filing for Q2 2019.