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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
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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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. 2,006 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.
  • 2,006 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.