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Meag Munich Ergo’s Wells Fargo WFC Stock Holding History

Meag Munich Ergo’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
2020
Q1 		– Sell
-61,803
Closed -$3.31M – 491
2019
Q4 		$3.31M Sell
61,803
-205,492
-77% -$10.8M 0.35% 73
2019
Q3 		$13.5M Buy
267,295
+105,491
+65% +$4.97M 0.7% 35
2019
Q2 		$7.5M Hold
161,804
– – 0.59% 40
2019
Q1 		$7.94M Buy
161,804
+109,116
+207% +$5.37M 0.65% 39
2018
Q4 		$2.41M Sell
52,688
-110,904
-68% -$5.68M 0.3% 93
2018
Q3 		$8.6M Buy
163,592
+20,345
+14% +$1.16M 0.51% 57
2018
Q2 		$7.75M Sell
143,247
-164,089
-53% -$8.79M 0.48% 60
2018
Q1 		$15.8M Buy
307,336
+59,276
+24% +$3.52M 0.64% 30
2017
Q4 		$15.3M Buy
+248,060
New +$14M 0.59% 39
2017
Q3 		– Sell
-46,802
Closed -$2.61M – 328
2017
Q2 		$2.61M Sell
46,802
-179,041
-79% -$9.59M 0.12% 201
2017
Q1 		$12.7M Buy
+225,843
New +$12.8M 0.5% 63
2016
Q4 		– Sell
-254,473
Closed -$11.3M – 326
2016
Q3 		$11.3M Buy
+254,473
New +$12.2M 0.56% 60
2014
Q3 		– Sell
-979,717
Closed -$51.4M – 245
2014
Q2 		$51.4M Buy
979,717
+890,075
+993% +$44.7M 2.24% 4
2014
Q1 		$4.45M Sell
89,642
-2,152
-2% -$100K 0.33% 93
2013
Q4 		$4.17M Sell
91,794
-35,258
-28% -$1.52M 0.25% 130
2013
Q3 		$5.26M Buy
127,052
+37,410
+42% +$1.6M 0.37% 84
2013
Q2 		$3.72M Buy
+89,642
New +$3.49M 0.28% 108

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Meag Munich Ergo's WFC Position: Q1 2020 in Review

Meag Munich Ergo sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 61,803 shares — an estimated $3.31M sold.

Meag Munich Ergo first reported a position in WFC in Q2 2013 and held it in 17 quarters. The position peaked at $51.4M in Q2 2014. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

  • Meag Munich Ergo reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
  • Meag Munich Ergo sold 61,803 Wells Fargo shares in Q1 2020, an estimated $3.31M.
  • Meag Munich Ergo first reported a position in Wells Fargo in Q2 2013 and held it in 17 quarters.
  • Meag Munich Ergo's Wells Fargo position peaked at $51.4M in Q2 2014.
  • 1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Meag Munich Ergo's 13F filing for Q1 2020, filed 23 Apr 2020.