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Mitchell Capital Management’s Wells Fargo WFC Stock Holding History

Mitchell Capital 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
2017
Q3 		– Sell
-4,106
Closed -$228K – 73
2017
Q2 		$228K Buy
4,106
+255
+7% +$13.7K 0.09% 57
2017
Q1 		$214K Buy
+3,851
New +$219K 0.08% 60

Other funds holding WFC

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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
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

Mitchell Capital Management's WFC Position: Q3 2017 in Review

Mitchell Capital Management sold out of Wells Fargo (WFC) in Q3 2017, closing a stake of 4,106 shares — an estimated $228K sold.

Mitchell Capital Management first reported a position in WFC in Q1 2017 and held it in 2 quarters. The position peaked at $228K in Q2 2017. 1,865 funds tracked by Wall St. Rank hold WFC as of Q3 2017.

  • Mitchell Capital Management reported no remaining Wells Fargo position as of Q3 2017 after selling out during the quarter.
  • Mitchell Capital Management sold 4,106 Wells Fargo shares in Q3 2017, an estimated $228K.
  • Mitchell Capital Management first reported a position in Wells Fargo in Q1 2017 and held it in 2 quarters.
  • Mitchell Capital Management's Wells Fargo position peaked at $228K in Q2 2017.
  • 1,865 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2017.

Based on Mitchell Capital Management's 13F filing for Q3 2017, filed 31 Oct 2017.