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Micawber Capital’s Wells Fargo WFC Stock Holding History

Micawber Capital’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
Q3 		$1.09M Buy
19,692
+1,641
+9% +$87.2K 1.73% 24
2017
Q2 		$1M Buy
18,051
+4,923
+38% +$264K 1.66% 24
2017
Q1 		$731K Buy
13,128
+2,880
+28% +$163K 1.2% 27
2016
Q4 		$565K Buy
+10,248
New +$515K 1.66% 22

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Micawber Capital's WFC Position: Q3 2017 in Review

Micawber Capital increased its Wells Fargo (WFC) stake by 9.1% in Q3 2017, buying an estimated $87.2K and bringing the position to 19,692 shares worth $1.09M. The position accounts for 1.73% of the portfolio, ranked #24.

Micawber Capital first reported a position in WFC in Q4 2016 and has held it in 4 quarters since. 1,865 funds tracked by Wall St. Rank hold WFC as of Q3 2017.

  • Micawber Capital held 19,692 shares of Wells Fargo worth $1.09M as of Q3 2017.
  • Micawber Capital bought 1,641 Wells Fargo shares in Q3 2017, an estimated $87.2K.
  • Wells Fargo made up 1.73% of Micawber Capital's portfolio in Q3 2017, its #24 holding.
  • Micawber Capital first reported a position in Wells Fargo in Q4 2016 and has held it in 4 quarters since.
  • 1,865 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2017.

Based on Micawber Capital's 13F filing for Q3 2017, filed 3 Nov 2017.