Meridian Management’s Wells Fargo WFC Stock Holding History

Meridian Management’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
2018 Q1	–	Sell	-39,191	Closed	-$2.38M	–	77
2017 Q4	$2.38M	Sell	39,191 -145	-0.4%	-$8.19K	1.11%	27
2017 Q3	$2.17M	Buy	39,336 +105	+0.3%	+$5.58K	1.07%	25
2017 Q2	$2.17M	Buy	39,231 +10	+0%	+$536	1.14%	26
2017 Q1	$2.18M	Sell	39,221 -23,778	-38%	-$1.35M	1.24%	27
2016 Q4	$3.47M	Sell	62,999 -5,680	-8%	-$286K	2.06%	12
2016 Q3	$3.04M	Sell	68,679 -2,163	-3%	-$104K	1.75%	17
2016 Q2	$3.35M	Buy	70,842 +20,645	+41%	+$1.01M	2.04%	13
2016 Q1	$2.43M	Buy	50,197 +635	+1%	+$31.1K	1.49%	26
2015 Q4	$2.69M	Hold	49,562	–	–	1.73%	20
2015 Q3	$2.54M	Buy	49,562 +1,103	+2%	+$60.7K	1.67%	18
2015 Q2	$2.73M	Sell	48,459 -1,095	-2%	-$61.1K	1.65%	18
2015 Q1	$2.7M	Hold	49,554	–	–	1.93%	18
2014 Q4	$2.72M	Buy	49,554 +1,100	+2%	+$58.2K	1.97%	18
2014 Q3	$2.51M	Hold	48,454	–	–	1.92%	18
2014 Q2	$2.55M	Hold	48,454	–	–	1.9%	21
2014 Q1	$2.41M	Buy	48,454 +440	+0.9%	+$20.5K	1.91%	20
2013 Q4	$2.18M	Buy	48,014 +280	+0.6%	+$12.1K	1.73%	25
2013 Q3	$1.97M	Hold	47,734	–	–	1.69%	25
2013 Q2	$2.08M	Buy	+47,734	New	+$1.86M	1.83%	21

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Meridian Management's WFC Position: Q1 2018 in Review

Meridian Management sold out of Wells Fargo (WFC) in Q1 2018, closing a stake of 39,191 shares — an estimated $2.38M sold.

Meridian Management first reported a position in WFC in Q2 2013 and held it in 19 quarters. The position peaked at $3.47M in Q4 2016. 2,009 funds tracked by Wall St. Rank hold WFC as of Q1 2018.

Meridian Management reported no remaining Wells Fargo position as of Q1 2018 after selling out during the quarter.
Meridian Management sold 39,191 Wells Fargo shares in Q1 2018, an estimated $2.38M.
Meridian Management first reported a position in Wells Fargo in Q2 2013 and held it in 19 quarters.
Meridian Management's Wells Fargo position peaked at $3.47M in Q4 2016.
2,009 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2018.

Based on Meridian Management's 13F filing for Q1 2018, filed 8 May 2018.