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National Investment Services’s Wells Fargo WFC Stock Holding History

National Investment Services’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
Q3 		– Sell
-52,845
Closed -$2.93M – 78
2018
Q2 		$2.93M Sell
52,845
-388
-0.7% -$20.8K 2.73% 6
2018
Q1 		$2.79M Sell
53,233
-1,599
-3% -$95K 2.6% 9
2017
Q4 		$3.33M Buy
54,832
+16,278
+42% +$919K 3.2% 3
2017
Q3 		$2.13M Sell
38,554
-81
-0.2% -$4.3K 2.18% 21
2017
Q2 		$2.14M Sell
38,635
-2,468
-6% -$132K 2.25% 20
2017
Q1 		$2.29M Sell
41,103
-1,268
-3% -$71.9K 2.29% 19
2016
Q4 		$2.33M Sell
42,371
-27,248
-39% -$1.37M 2.58% 18
2016
Q3 		$3.08M Sell
69,619
-1,862
-3% -$89.1K 3.48% 5
2016
Q2 		$3.38M Buy
71,481
+23,685
+50% +$1.15M 3.86% 3
2016
Q1 		$2.31M Sell
47,796
-1,171
-2% -$57.3K 2.67% 20
2015
Q4 		$2.66M Sell
48,967
-654
-1% -$35.5K 3.02% 13
2015
Q3 		$2.55M Sell
49,621
-1,855
-4% -$102K 3.01% 13
2015
Q2 		$2.9M Sell
51,476
-3,350
-6% -$187K 3.03% 14
2015
Q1 		$2.98M Buy
54,826
+49,457
+921% +$2.67M 3.03% 14
2014
Q4 		$294K Sell
5,369
-78,052
-94% -$4.13M 2.79% 19
2014
Q3 		$4.33M Hold
83,421
– – 3.54% 3
2014
Q2 		$4.38M Buy
83,421
+27,178
+48% +$1.37M 3.57% 1
2014
Q1 		$2.8M Buy
56,243
+73
+0.1% +$3.4K 2.41% 14
2013
Q4 		$2.55M Hold
56,170
– – 1.99% 16
2013
Q3 		$2.32M Hold
56,170
– – 1.82% 18
2013
Q2 		$2.32M Buy
+56,170
New +$2.19M 1.91% 15

Other funds holding WFC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

National Investment Services's WFC Position: Q3 2018 in Review

National Investment Services sold out of Wells Fargo (WFC) in Q3 2018, closing a stake of 52,845 shares — an estimated $2.93M sold.

National Investment Services first reported a position in WFC in Q2 2013 and held it in 21 quarters. The position peaked at $4.38M in Q2 2014. 1,974 funds tracked by Wall St. Rank hold WFC as of Q3 2018.

  • National Investment Services reported no remaining Wells Fargo position as of Q3 2018 after selling out during the quarter.
  • National Investment Services sold 52,845 Wells Fargo shares in Q3 2018, an estimated $2.93M.
  • National Investment Services first reported a position in Wells Fargo in Q2 2013 and held it in 21 quarters.
  • National Investment Services's Wells Fargo position peaked at $4.38M in Q2 2014.
  • 1,974 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2018.

Based on National Investment Services's 13F filing for Q3 2018, filed 1 Oct 2018.