MU Investments Company’s Wells Fargo WFC Stock Holding History

MU Investments Company’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
2018 Q1	–	Sell	-1,280	Closed	-$78K	–	150
2017 Q4	$78K	Sell	1,280 -500	-28%	-$28.2K	0.05%	33
2017 Q3	$97K	Sell	1,780 -150	-8%	-$7.97K	0.07%	31
2017 Q2	$108K	Sell	1,930 -550	-22%	-$29.5K	0.08%	36
2017 Q1	$139K	Sell	2,480 -570	-19%	-$32.3K	0.1%	37
2016 Q4	$167K	Sell	3,050 -1,630	-35%	-$82K	0.13%	35
2016 Q3	$208K	Sell	4,680 -4,000	-46%	-$191K	0.15%	35
2016 Q2	$408K	Sell	8,680 -6,750	-44%	-$329K	0.28%	34
2016 Q1	$751K	Sell	15,430 -350	-2%	-$17.1K	0.47%	30
2015 Q4	$863K	Sell	15,780 -9,640	-38%	-$523K	0.51%	32
2015 Q3	$1.29M	Sell	25,420 -200	-0.8%	-$11K	0.7%	29
2015 Q2	$1.44M	Sell	25,620 -700	-3%	-$39K	0.68%	31
2015 Q1	$1.44M	Sell	26,320 -1,600	-6%	-$86.5K	0.67%	31
2014 Q4	$1.54M	Sell	27,920 -100	-0.4%	-$5.29K	0.67%	31
2014 Q3	$1.45M	Sell	28,020 -3,840	-12%	-$198K	0.71%	30
2014 Q2	$1.69M	Sell	31,860 -4,200	-12%	-$211K	0.77%	28
2014 Q1	$1.78M	Sell	36,060 -5,680	-14%	-$265K	0.82%	27
2013 Q4	$1.9M	Buy	41,740 +120	+0.3%	+$5.18K	0.82%	29
2013 Q3	$1.73M	Sell	41,620 -13,000	-24%	-$555K	0.83%	29
2013 Q2	$2.27M	Buy	+54,620	New	+$2.13M	0.96%	27

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

MU Investments Company's WFC Position: Q1 2018 in Review

MU Investments Company sold out of Wells Fargo (WFC) in Q1 2018, closing a stake of 1,280 shares — an estimated $78K sold.

MU Investments Company first reported a position in WFC in Q2 2013 and held it in 19 quarters. The position peaked at $2.27M in Q2 2013. 2,009 funds tracked by Wall St. Rank hold WFC as of Q1 2018.

MU Investments Company reported no remaining Wells Fargo position as of Q1 2018 after selling out during the quarter.
MU Investments Company sold 1,280 Wells Fargo shares in Q1 2018, an estimated $78K.
MU Investments Company first reported a position in Wells Fargo in Q2 2013 and held it in 19 quarters.
MU Investments Company's Wells Fargo position peaked at $2.27M in Q2 2013.
2,009 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2018.

Based on MU Investments Company's 13F filing for Q1 2018, filed 20 Apr 2018.