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Midwest Professional Planners Ltd (MPPL)’s Wells Fargo WFC Stock Holding History

Midwest Professional Planners Ltd (MPPL)’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
Q3 		– Sell
-1,320
Closed -$73K – 295
2018
Q2 		$73K Buy
1,320
+7
+0.5% +$375 0.07% 128
2018
Q1 		$69K Sell
1,313
-36
-3% -$2.14K 0.06% 132
2017
Q4 		$82K Buy
+1,349
New +$76.2K 0.07% 127

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BlackRock
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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Midwest Professional Planners Ltd (MPPL)'s WFC Position: Q3 2018 in Review

Midwest Professional Planners Ltd (MPPL) sold out of Wells Fargo (WFC) in Q3 2018, closing a stake of 1,320 shares — an estimated $73K sold.

Midwest Professional Planners Ltd (MPPL) first reported a position in WFC in Q4 2017 and held it in 3 quarters. The position peaked at $82K in Q4 2017. 1,974 funds tracked by Wall St. Rank hold WFC as of Q3 2018.

  • Midwest Professional Planners Ltd (MPPL) reported no remaining Wells Fargo position as of Q3 2018 after selling out during the quarter.
  • Midwest Professional Planners Ltd (MPPL) sold 1,320 Wells Fargo shares in Q3 2018, an estimated $73K.
  • Midwest Professional Planners Ltd (MPPL) first reported a position in Wells Fargo in Q4 2017 and held it in 3 quarters.
  • Midwest Professional Planners Ltd (MPPL)'s Wells Fargo position peaked at $82K in Q4 2017.
  • 1,974 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2018.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q3 2018, filed 13 Nov 2018.