McQueen Ball & Associates’s Wells Fargo WFC Stock Holding History

McQueen Ball & Associates’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
2017 Q4	–	Sell	-3,960	Closed	-$218K	–	105
2017 Q3	$218K	Buy	+3,960	New	+$210K	0.14%	95

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

McQueen Ball & Associates's WFC Position: Q4 2017 in Review

McQueen Ball & Associates sold out of Wells Fargo (WFC) in Q4 2017, closing a stake of 3,960 shares — an estimated $218K sold.

McQueen Ball & Associates first reported a position in WFC in Q3 2017 and held it in 1 quarter. The position peaked at $218K in Q3 2017. 2,053 funds tracked by Wall St. Rank hold WFC as of Q4 2017.

McQueen Ball & Associates reported no remaining Wells Fargo position as of Q4 2017 after selling out during the quarter.
McQueen Ball & Associates sold 3,960 Wells Fargo shares in Q4 2017, an estimated $218K.
McQueen Ball & Associates first reported a position in Wells Fargo in Q3 2017 and held it in 1 quarter.
McQueen Ball & Associates's Wells Fargo position peaked at $218K in Q3 2017.
2,053 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2017.

Based on McQueen Ball & Associates's 13F filing for Q4 2017, filed 4 Jan 2018.