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Miramar Capital’s Wells Fargo WFC Stock Holding History

Miramar 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
2020
Q1 		– Sell
-4,555
Closed -$215K – 53
2019
Q4 		$215K Sell
4,555
-787
-15% -$41.2K 0.13% 51
2019
Q3 		$270K Buy
5,342
+57
+1% +$2.69K 0.18% 45
2019
Q2 		$254K Sell
5,285
-7,000
-57% -$327K 0.18% 49
2019
Q1 		$594K Hold
12,285
– – 0.45% 31
2018
Q4 		$603K Buy
+12,285
New +$629K 0.47% 30

Other funds holding WFC

Berkshire Hathaway
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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

Miramar Capital's WFC Position: Q1 2020 in Review

Miramar Capital sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 4,555 shares — an estimated $215K sold.

Miramar Capital first reported a position in WFC in Q4 2018 and held it in 5 quarters. The position peaked at $603K in Q4 2018. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

  • Miramar Capital reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
  • Miramar Capital sold 4,555 Wells Fargo shares in Q1 2020, an estimated $215K.
  • Miramar Capital first reported a position in Wells Fargo in Q4 2018 and held it in 5 quarters.
  • Miramar Capital's Wells Fargo position peaked at $603K in Q4 2018.
  • 1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Miramar Capital's 13F filing for Q1 2020, filed 6 May 2020.