Noesis Capital Mangement’s Wells Fargo WFC Stock Holding History

Noesis Capital Mangement’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 Q3	–	Sell	-4,665	Closed	-$258K	–	105
2017 Q2	$258K	Sell	4,665 -51	-1%	-$2.73K	0.1%	83
2017 Q1	$262K	Buy	4,716 +800	+20%	+$45.4K	0.1%	85
2016 Q4	$216K	Buy	+3,916	New	+$197K	0.09%	85
2016 Q3	–	Sell	-5,217	Closed	-$247K	–	87
2016 Q2	$247K	Buy	5,217 +422	+9%	+$20.6K	0.11%	79
2016 Q1	$232K	Buy	4,795 +200	+4%	+$9.79K	0.11%	79
2015 Q4	$250K	Buy	4,595 +381	+9%	+$20.7K	0.12%	78
2015 Q3	$216K	Hold	4,214	–	–	0.11%	76
2015 Q2	$237K	Sell	4,214 -441	-9%	-$24.6K	0.1%	102
2015 Q1	$253K	Buy	+4,655	New	+$252K	0.1%	106

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Noesis Capital Mangement's WFC Position: Q3 2017 in Review

Noesis Capital Mangement sold out of Wells Fargo (WFC) in Q3 2017, closing a stake of 4,665 shares — an estimated $258K sold.

Noesis Capital Mangement first reported a position in WFC in Q1 2015 and held it in 9 quarters. The position peaked at $262K in Q1 2017. 1,865 funds tracked by Wall St. Rank hold WFC as of Q3 2017.

Noesis Capital Mangement reported no remaining Wells Fargo position as of Q3 2017 after selling out during the quarter.
Noesis Capital Mangement sold 4,665 Wells Fargo shares in Q3 2017, an estimated $258K.
Noesis Capital Mangement first reported a position in Wells Fargo in Q1 2015 and held it in 9 quarters.
Noesis Capital Mangement's Wells Fargo position peaked at $262K in Q1 2017.
1,865 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2017.

Based on Noesis Capital Mangement's 13F filing for Q3 2017, filed 7 Nov 2017.