Miles Capital’s Wells Fargo WFC Stock Holding History

Miles 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
2018 Q4	–	Sell	-6,323	Closed	-$332K	–	180
2018 Q3	$332K	Buy	6,323 +29	+0.5%	+$1.66K	0.27%	102
2018 Q2	$349K	Hold	6,294	–	–	0.22%	89
2018 Q1	$330K	Buy	6,294 +2,704	+75%	+$161K	0.18%	97
2017 Q4	$218K	Sell	3,590 -423	-11%	-$23.9K	0.13%	158
2017 Q3	$221K	Sell	4,013 -3,409	-46%	-$181K	0.13%	157
2017 Q2	$411K	Sell	7,422 -18,281	-71%	-$979K	0.22%	75
2017 Q1	$1.43M	Buy	25,703 +347	+1%	+$19.7K	0.8%	15
2016 Q4	$1.41M	Sell	25,356 -1,451	-5%	-$73K	0.86%	18
2016 Q3	$1.19M	Buy	26,807 +268	+1%	+$12.8K	0.8%	23
2016 Q2	$1.26M	Sell	26,539 -6,198	-19%	-$302K	0.86%	11
2016 Q1	$1.58M	Sell	32,737 -215	-0.7%	-$10.5K	1.06%	10
2015 Q4	$1.79M	Sell	32,952 -576	-2%	-$31.3K	1.22%	10
2015 Q3	$1.72M	Sell	33,528 -1,593	-5%	-$87.6K	1.24%	9
2015 Q2	$1.98M	Sell	35,121 -484	-1%	-$27K	1.3%	9
2015 Q1	$1.94M	Sell	35,605 -1,637	-4%	-$88.5K	1.15%	11
2014 Q4	$2.04M	Buy	37,242 +101	+0.3%	+$5.35K	1.1%	15
2014 Q3	$1.93M	Sell	37,141 -371	-1%	-$19.1K	1.02%	24
2014 Q2	$1.97M	Sell	37,512 -576	-2%	-$29K	1%	22
2014 Q1	$1.89M	Sell	38,088 -1,681	-4%	-$78.3K	0.98%	25
2013 Q4	$1.81M	Buy	39,769 +7,382	+23%	+$319K	0.89%	32
2013 Q3	$1.34M	Sell	32,387 -7,130	-18%	-$304K	0.76%	33
2013 Q2	$1.63M	Buy	+39,517	New	+$1.54M	0.75%	37

Other funds holding WFC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Miles Capital's WFC Position: Q4 2018 in Review

Miles Capital sold out of Wells Fargo (WFC) in Q4 2018, closing a stake of 6,323 shares — an estimated $332K sold.

Miles Capital first reported a position in WFC in Q2 2013 and held it in 22 quarters. The position peaked at $2.04M in Q4 2014. 2,008 funds tracked by Wall St. Rank hold WFC as of Q4 2018.

Miles Capital reported no remaining Wells Fargo position as of Q4 2018 after selling out during the quarter.
Miles Capital sold 6,323 Wells Fargo shares in Q4 2018, an estimated $332K.
Miles Capital first reported a position in Wells Fargo in Q2 2013 and held it in 22 quarters.
Miles Capital's Wells Fargo position peaked at $2.04M in Q4 2014.
2,008 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2018.

Based on Miles Capital's 13F filing for Q4 2018, filed 31 Jan 2019.