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Murphy Capital Management’s Wells Fargo WFC Stock Holding History

Murphy Capital 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
2020
Q1 		– Sell
-7,053
Closed -$379K – 230
2019
Q4 		$379K Sell
7,053
-650
-8% -$34K 0.05% 168
2019
Q3 		$388K Sell
7,703
-1,000
-11% -$47.1K 0.06% 169
2019
Q2 		$411K Sell
8,703
-4,876
-36% -$228K 0.06% 170
2019
Q1 		$656K Sell
13,579
-1,930
-12% -$94.9K 0.1% 145
2018
Q4 		$714K Sell
15,509
-1,350
-8% -$69.1K 0.12% 133
2018
Q3 		$886K Sell
16,859
-844
-5% -$48.2K 0.12% 133
2018
Q2 		$981K Sell
17,703
-694
-4% -$37.2K 0.14% 131
2018
Q1 		$964K Sell
18,397
-1,094
-6% -$65K 0.14% 136
2017
Q4 		$1.18M Sell
19,491
-494
-2% -$27.9K 0.16% 123
2017
Q3 		$1.1M Sell
19,985
-5,779
-22% -$307K 0.16% 129
2017
Q2 		$1.43M Buy
25,764
+5,507
+27% +$295K 0.21% 115
2017
Q1 		$1.13M Sell
20,257
-10
-0% -$567 0.17% 124
2016
Q4 		$1.12M Sell
20,267
-559
-3% -$28.1K 0.18% 118
2016
Q3 		$922K Sell
20,826
-23,904
-53% -$1.14M 0.14% 138
2016
Q2 		$2.12M Buy
44,730
+306
+0.7% +$14.9K 0.33% 79
2016
Q1 		$2.15M Buy
44,424
+1,306
+3% +$63.9K 0.34% 77
2015
Q4 		$2.34M Buy
43,118
+3,526
+9% +$191K 0.36% 71
2015
Q3 		$2.03M Buy
39,592
+5,414
+16% +$298K 0.34% 79
2015
Q2 		$1.92M Sell
34,178
-5,497
-14% -$306K 0.29% 90
2015
Q1 		$2.16M Buy
39,675
+4,350
+12% +$235K 0.32% 86
2014
Q4 		$1.94M Buy
35,325
+2,411
+7% +$128K 0.3% 95
2014
Q3 		$1.71M Buy
32,914
+3,150
+11% +$162K 0.27% 98
2014
Q2 		$1.56M Buy
29,764
+2,928
+11% +$147K 0.25% 106
2014
Q1 		$1.33M Sell
26,836
-350
-1% -$16.3K 0.22% 116
2013
Q4 		$1.23M Sell
27,186
-850
-3% -$36.7K 0.21% 116
2013
Q3 		$1.16M Buy
28,036
+5,600
+25% +$239K 0.22% 119
2013
Q2 		$925K Buy
+22,436
New +$874K 0.19% 131

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

Murphy Capital Management's WFC Position: Q1 2020 in Review

Murphy Capital Management sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 7,053 shares — an estimated $379K sold.

Murphy Capital Management first reported a position in WFC in Q2 2013 and held it in 27 quarters. The position peaked at $2.34M in Q4 2015. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

  • Murphy Capital Management reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
  • Murphy Capital Management sold 7,053 Wells Fargo shares in Q1 2020, an estimated $379K.
  • Murphy Capital Management first reported a position in Wells Fargo in Q2 2013 and held it in 27 quarters.
  • Murphy Capital Management's Wells Fargo position peaked at $2.34M in Q4 2015.
  • 1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Murphy Capital Management's 13F filing for Q1 2020, filed 28 Apr 2020.