NA
WFC icon

Navellier & Associates’s Wells Fargo WFC Stock Holding History

Navellier & Associates’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
Q1 		– Sell
-30,575
Closed -$1.69M – 316
2016
Q4 		$1.69M Sell
30,575
-2,100
-6% -$106K 0.28% 106
2016
Q3 		$1.45M Sell
32,675
-1,250
-4% -$59.8K 0.21% 105
2016
Q2 		$1.61M Buy
33,925
+1,084
+3% +$52.9K 0.24% 71
2016
Q1 		$1.59M Buy
32,841
+383
+1% +$18.8K 0.21% 66
2015
Q4 		$1.76M Sell
32,458
-422
-1% -$22.9K 0.19% 59
2015
Q3 		$1.69M Sell
32,880
-551
-2% -$30.3K 0.17% 65
2015
Q2 		$1.88M Buy
33,431
+3,929
+13% +$219K 0.16% 71
2015
Q1 		$1.6M Buy
+29,502
New +$1.59M 0.15% 79

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Navellier & Associates's WFC Position: Q1 2017 in Review

Navellier & Associates sold out of Wells Fargo (WFC) in Q1 2017, closing a stake of 30,575 shares — an estimated $1.69M sold.

Navellier & Associates first reported a position in WFC in Q1 2015 and held it in 8 quarters. The position peaked at $1.88M in Q2 2015. 1,928 funds tracked by Wall St. Rank hold WFC as of Q1 2017.

  • Navellier & Associates reported no remaining Wells Fargo position as of Q1 2017 after selling out during the quarter.
  • Navellier & Associates sold 30,575 Wells Fargo shares in Q1 2017, an estimated $1.69M.
  • Navellier & Associates first reported a position in Wells Fargo in Q1 2015 and held it in 8 quarters.
  • Navellier & Associates's Wells Fargo position peaked at $1.88M in Q2 2015.
  • 1,928 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2017.

Based on Navellier & Associates's 13F filing for Q1 2017, filed 21 Apr 2017.