Motley Fool Wealth Management’s Wells Fargo WFC Stock Holding History

Motley Fool Wealth 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
2016 Q4	–	Sell	-104,208	Closed	-$4.61M	–	155
2016 Q3	$4.61M	Buy	104,208 +6,045	+6%	+$289K	0.49%	64
2016 Q2	$4.65M	Buy	98,163 +7,196	+8%	+$351K	0.51%	60
2016 Q1	$4.4M	Buy	90,967 +2,282	+3%	+$112K	0.52%	57
2015 Q4	$4.82M	Buy	88,685 +2,781	+3%	+$151K	0.57%	54
2015 Q3	$4.41M	Buy	85,904 +8,989	+12%	+$494K	0.57%	53
2015 Q2	$4.33M	Buy	76,915 +17,467	+29%	+$974K	0.69%	42
2015 Q1	$3.23M	Buy	59,448 +13,305	+29%	+$719K	0.67%	48
2014 Q4	$2.53M	Buy	+46,143	New	+$2.44M	1.48%	25

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Motley Fool Wealth Management's WFC Position: Q4 2016 in Review

Motley Fool Wealth Management sold out of Wells Fargo (WFC) in Q4 2016, closing a stake of 104,208 shares — an estimated $4.61M sold.

Motley Fool Wealth Management first reported a position in WFC in Q4 2014 and held it in 8 quarters. The position peaked at $4.82M in Q4 2015. 1,945 funds tracked by Wall St. Rank hold WFC as of Q4 2016.

Motley Fool Wealth Management reported no remaining Wells Fargo position as of Q4 2016 after selling out during the quarter.
Motley Fool Wealth Management sold 104,208 Wells Fargo shares in Q4 2016, an estimated $4.61M.
Motley Fool Wealth Management first reported a position in Wells Fargo in Q4 2014 and held it in 8 quarters.
Motley Fool Wealth Management's Wells Fargo position peaked at $4.82M in Q4 2015.
1,945 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2016.

Based on Motley Fool Wealth Management's 13F filing for Q4 2016, filed 2 Feb 2017.