Mitsubishi UFJ Securities’s Wells Fargo WFC Stock Holding History

Mitsubishi UFJ Securities’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
2019 Q3	–	Sell	-3,040	Closed	-$144K	–	207
2019 Q2	$144K	Buy	+3,040	New	+$142K	0.48%	58
2018 Q4	–	Sell	-940	Closed	-$49K	–	218
2018 Q3	$49K	Hold	940	–	–	0.16%	106
2018 Q2	$52K	Hold	940	–	–	0.19%	97
2018 Q1	$49K	Hold	940	–	–	0.19%	110
2017 Q4	$57K	Buy	940 +430	+84%	+$24.3K	0.24%	104
2017 Q3	$28K	Hold	510	–	–	0.13%	130
2017 Q2	$28K	Sell	510 -980	-66%	-$52.5K	0.15%	120
2017 Q1	$83K	Sell	1,490 -1,190	-44%	-$67.5K	0.45%	50
2016 Q4	$148K	Buy	2,680 +2,380	+793%	+$120K	0.84%	21
2016 Q3	$13K	Hold	300	–	–	0.07%	156
2016 Q2	$14K	Sell	300 -300	-50%	-$14.6K	0.02%	165
2016 Q1	$29K	Sell	600 -210	-26%	-$10.3K	0.04%	135
2015 Q4	$44K	Buy	810 +290	+56%	+$15.7K	0.07%	104
2015 Q3	$27K	Sell	520 -880	-63%	-$48.4K	0.19%	106
2015 Q2	$79K	Sell	1,400 -870	-38%	-$48.5K	0.53%	30
2015 Q1	$123K	Buy	+2,270	New	+$123K	0.32%	17

Other funds holding WFC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Mitsubishi UFJ Securities's WFC Position: Q3 2019 in Review

Mitsubishi UFJ Securities sold out of Wells Fargo (WFC) in Q3 2019, closing a stake of 3,040 shares — an estimated $144K sold.

Mitsubishi UFJ Securities first reported a position in WFC in Q1 2015 and held it in 16 quarters. The position peaked at $148K in Q4 2016. 1,937 funds tracked by Wall St. Rank hold WFC as of Q3 2019.

Mitsubishi UFJ Securities reported no remaining Wells Fargo position as of Q3 2019 after selling out during the quarter.
Mitsubishi UFJ Securities sold 3,040 Wells Fargo shares in Q3 2019, an estimated $144K.
Mitsubishi UFJ Securities first reported a position in Wells Fargo in Q1 2015 and held it in 16 quarters.
Mitsubishi UFJ Securities's Wells Fargo position peaked at $148K in Q4 2016.
1,937 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2019.

Based on Mitsubishi UFJ Securities's 13F filing for Q3 2019, filed 14 Nov 2019.