New England Private Wealth Advisors’s Wells Fargo WFC Stock Holding History

New England Private Wealth Advisors’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 Q4	–	Sell	-5,952	Closed	-$313K	–	167
2018 Q3	$313K	Sell	5,952 -753	-11%	-$43K	0.08%	111
2018 Q2	$373K	Buy	6,705 +220	+3%	+$11.8K	0.11%	102
2018 Q1	$338K	Buy	6,485 +430	+7%	+$25.5K	0.1%	106
2017 Q4	$371K	Sell	6,055 -504	-8%	-$28.5K	0.1%	97
2017 Q3	$361K	Buy	6,559 +21	+0.3%	+$1.12K	0.11%	95
2017 Q2	$361K	Buy	6,538 +119	+2%	+$6.38K	0.11%	96
2017 Q1	$355K	Buy	6,419 +17	+0.3%	+$965	0.11%	94
2016 Q4	$353K	Buy	6,402 +20	+0.3%	+$1.01K	0.12%	87
2016 Q3	$282K	Buy	6,382 +911	+17%	+$43.6K	0.1%	97
2016 Q2	$258K	Buy	5,471 +608	+13%	+$29.6K	0.1%	97
2016 Q1	$236K	Buy	4,863 +210	+5%	+$10.3K	0.1%	99
2015 Q4	$252K	Buy	+4,653	New	+$253K	0.1%	98

Other funds holding WFC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

New England Private Wealth Advisors's WFC Position: Q4 2018 in Review

New England Private Wealth Advisors sold out of Wells Fargo (WFC) in Q4 2018, closing a stake of 5,952 shares — an estimated $313K sold.

New England Private Wealth Advisors first reported a position in WFC in Q4 2015 and held it in 12 quarters. The position peaked at $373K in Q2 2018. 2,008 funds tracked by Wall St. Rank hold WFC as of Q4 2018.

New England Private Wealth Advisors reported no remaining Wells Fargo position as of Q4 2018 after selling out during the quarter.
New England Private Wealth Advisors sold 5,952 Wells Fargo shares in Q4 2018, an estimated $313K.
New England Private Wealth Advisors first reported a position in Wells Fargo in Q4 2015 and held it in 12 quarters.
New England Private Wealth Advisors's Wells Fargo position peaked at $373K in Q2 2018.
2,008 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2018.

Based on New England Private Wealth Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.