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Moseley Investment Management’s Wells Fargo WFC Stock Holding History

Moseley Investment 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
2019
Q3 		– Sell
-6,073
Closed -$287K – 129
2019
Q2 		$287K Hold
6,073
– – 0.27% 101
2019
Q1 		$293K Buy
+6,073
New +$299K 0.3% 92

Other funds holding WFC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Moseley Investment Management's WFC Position: Q3 2019 in Review

Moseley Investment Management sold out of Wells Fargo (WFC) in Q3 2019, closing a stake of 6,073 shares — an estimated $287K sold.

Moseley Investment Management first reported a position in WFC in Q1 2019 and held it in 2 quarters. The position peaked at $293K in Q1 2019. 1,937 funds tracked by Wall St. Rank hold WFC as of Q3 2019.

  • Moseley Investment Management reported no remaining Wells Fargo position as of Q3 2019 after selling out during the quarter.
  • Moseley Investment Management sold 6,073 Wells Fargo shares in Q3 2019, an estimated $287K.
  • Moseley Investment Management first reported a position in Wells Fargo in Q1 2019 and held it in 2 quarters.
  • Moseley Investment Management's Wells Fargo position peaked at $293K in Q1 2019.
  • 1,937 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2019.

Based on Moseley Investment Management's 13F filing for Q3 2019, filed 30 Oct 2019.