NEXT Financial Holdings’s Wells Fargo WFC Stock Holding History

NEXT Financial Holdings’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
2019 Q1	$388K	Buy	+8,028	New	+$395K	0.1%	169

Other funds holding WFC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

NEXT Financial Holdings's WFC Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Wells Fargo (WFC) in Q1 2019: 8,028 shares worth $388K. The stake represents 0.1% of the portfolio and ranks #169 among its holdings.

2,015 funds tracked by Wall St. Rank hold WFC as of Q1 2019.

NEXT Financial Holdings held 8,028 shares of Wells Fargo worth $388K as of Q1 2019.
Wells Fargo was a new NEXT Financial Holdings position in Q1 2019.
Wells Fargo made up 0.1% of NEXT Financial Holdings's portfolio in Q1 2019, its #169 holding.
2,015 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.