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Mountain Capital Investment Advisors’s Wells Fargo WFC Stock Holding History

Mountain Capital Investment Advisors’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
Q4 		– Sell
-1,395
Closed -$77K – 428
2017
Q3 		$77K Sell
1,395
-200
-13% -$10.6K 0.07% 82
2017
Q2 		$88K Buy
+1,595
New +$85.5K 0.09% 93

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
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Mountain Capital Investment Advisors's WFC Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Wells Fargo (WFC) in Q4 2017, closing a stake of 1,395 shares — an estimated $77K sold.

Mountain Capital Investment Advisors first reported a position in WFC in Q2 2017 and held it in 2 quarters. The position peaked at $88K in Q2 2017. 2,053 funds tracked by Wall St. Rank hold WFC as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Wells Fargo position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 1,395 Wells Fargo shares in Q4 2017, an estimated $77K.
  • Mountain Capital Investment Advisors first reported a position in Wells Fargo in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Wells Fargo position peaked at $88K in Q2 2017.
  • 2,053 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.