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National Planning Corporation’s Wells Fargo WFC Stock Holding History

National Planning Corporation’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
-24,296
Closed -$1.34M – 621
2017
Q3 		$1.34M Sell
24,296
-4,094
-14% -$218K 0.11% 193
2017
Q2 		$1.58M Buy
28,390
+1,485
+6% +$79.6K 0.12% 187
2017
Q1 		$1.49M Buy
26,905
+676
+3% +$38.4K 0.11% 190
2016
Q4 		$1.46M Sell
26,229
-3,198
-11% -$161K 0.11% 189
2016
Q3 		$1.34M Sell
29,427
-16,952
-37% -$811K 0.11% 195
2016
Q2 		$2.21M Sell
46,379
-967
-2% -$47.1K 0.17% 128
2016
Q1 		$2.32M Sell
47,346
-3,300
-7% -$162K 0.2% 113
2015
Q4 		$2.42M Buy
50,646
+12,510
+33% +$679K 0.2% 115
2015
Q3 		$2.08M Sell
38,136
-5,200
-12% -$286K 0.19% 116
2015
Q2 		$2.48M Buy
43,336
+2,875
+7% +$160K 0.22% 101
2015
Q1 		$2.25M Sell
40,461
-10,034
-20% -$542K 0.2% 109
2014
Q4 		$2.65M Sell
50,495
-89
-0.2% -$4.71K 0.19% 98
2014
Q3 		$2.63M Sell
50,584
-5,447
-10% -$280K 0.2% 95
2014
Q2 		$2.94M Buy
56,031
+12,067
+27% +$607K 0.23% 85
2014
Q1 		$2.19M Buy
43,964
+5,822
+15% +$271K 0.19% 107
2013
Q4 		$1.73M Sell
38,142
-3,437
-8% -$148K 0.15% 147
2013
Q3 		$1.72M Buy
41,579
+4,034
+11% +$172K 0.17% 137
2013
Q2 		$1.54M Buy
+37,545
New +$1.46M 0.19% 121

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

National Planning Corporation's WFC Position: Q4 2017 in Review

National Planning Corporation sold out of Wells Fargo (WFC) in Q4 2017, closing a stake of 24,296 shares — an estimated $1.34M sold.

National Planning Corporation first reported a position in WFC in Q2 2013 and held it in 18 quarters. The position peaked at $2.94M in Q2 2014. 2,053 funds tracked by Wall St. Rank hold WFC as of Q4 2017.

  • National Planning Corporation reported no remaining Wells Fargo position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 24,296 Wells Fargo shares in Q4 2017, an estimated $1.34M.
  • National Planning Corporation first reported a position in Wells Fargo in Q2 2013 and held it in 18 quarters.
  • National Planning Corporation's Wells Fargo position peaked at $2.94M in Q2 2014.
  • 2,053 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.