McDonald Capital Investors’s Wells Fargo & Company Ws WFC.WS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-60,000
| Closed | -$1.16M | – | 24 |
|
|
2018
Q3 | $1.16M | Hold |
60,000
| – | – | 0.1% | 15 |
|
|
2018
Q2 | $1.32M | Hold |
60,000
| – | – | 0.11% | 17 |
|
|
2018
Q1 | $1.15M | Hold |
60,000
| – | – | 0.09% | 16 |
|
|
2017
Q4 | $1.65M | Hold |
60,000
| – | – | 0.13% | 15 |
|
|
2017
Q3 | $1.29M | Hold |
60,000
| – | – | 0.11% | 15 |
|
|
2017
Q2 | $1.33M | Hold |
60,000
| – | – | 0.12% | 16 |
|
|
2017
Q1 | $1.33M | Hold |
60,000
| – | – | 0.12% | 15 |
|
|
2016
Q4 | $1.28M | Hold |
60,000
| – | – | 0.12% | 15 |
|
|
2016
Q3 | $749K | Hold |
60,000
| – | – | 0.07% | 16 |
|
|
2016
Q2 | $817K | Hold |
60,000
| – | – | 0.08% | 15 |
|
|
2016
Q1 | $939K | Hold |
60,000
| – | – | 0.1% | 15 |
|
|
2015
Q4 | $1.23M | Hold |
60,000
| – | – | 0.13% | 15 |
|
|
2015
Q3 | $1.08M | Hold |
60,000
| – | – | 0.12% | 15 |
|
|
2015
Q2 | $1.35M | Hold |
60,000
| – | – | 0.13% | 16 |
|
|
2015
Q1 | $1.23M | Hold |
60,000
| – | – | 0.13% | 17 |
|
|
2014
Q4 | $1.28M | Hold |
60,000
| – | – | 0.14% | 17 |
|
|
2014
Q3 | $1.21M | Hold |
60,000
| – | – | 0.14% | 15 |
|
|
2014
Q2 | $1.29M | Hold |
60,000
| – | – | 0.17% | 13 |
|
|
2014
Q1 | $1.12M | Hold |
60,000
| – | – | 0.15% | 13 |
|
|
2013
Q4 | $954K | Hold |
60,000
| – | – | 0.12% | 14 |
|
|
2013
Q3 | $842K | Hold |
60,000
| – | – | 0.11% | 14 |
|
|
2013
Q2 | $820K | Buy |
+60,000
| New | +$770K | 0.11% | 15 |
|
McDonald Capital Investors's WFC.WS Position: Q4 2018 in Review
McDonald Capital Investors sold out of Wells Fargo & Company Ws (WFC.WS) in Q4 2018, closing a stake of 60,000 shares — an estimated $1.16M sold.
McDonald Capital Investors first reported a position in WFC.WS in Q2 2013 and held it in 22 quarters. The position peaked at $1.65M in Q4 2017. 0 funds tracked by Wall St. Rank hold WFC.WS as of Q4 2018.
- McDonald Capital Investors reported no remaining Wells Fargo & Company Ws position as of Q4 2018 after selling out during the quarter.
- McDonald Capital Investors sold 60,000 Wells Fargo & Company Ws shares in Q4 2018, an estimated $1.16M.
- McDonald Capital Investors first reported a position in Wells Fargo & Company Ws in Q2 2013 and held it in 22 quarters.
- McDonald Capital Investors's Wells Fargo & Company Ws position peaked at $1.65M in Q4 2017.
- 0 funds tracked by Wall St. Rank held Wells Fargo & Company Ws as of Q4 2018.
Based on McDonald Capital Investors's 13F filing for Q4 2018, filed 1 Feb 2019.