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Nottingham Advisors’s Wells Fargo WFC Stock Holding History

Nottingham 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
2017
Q2 		– Sell
-8,618
Closed -$480K – 116
2017
Q1 		$480K Buy
8,618
+190
+2% +$10.8K 0.08% 70
2016
Q4 		$464K Sell
8,428
-1,643
-16% -$82.6K 0.08% 70
2016
Q3 		$446K Buy
+10,071
New +$482K 0.08% 68

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Nottingham Advisors's WFC Position: Q2 2017 in Review

Nottingham Advisors sold out of Wells Fargo (WFC) in Q2 2017, closing a stake of 8,618 shares — an estimated $480K sold.

Nottingham Advisors first reported a position in WFC in Q3 2016 and held it in 3 quarters. The position peaked at $480K in Q1 2017. 1,913 funds tracked by Wall St. Rank hold WFC as of Q2 2017.

  • Nottingham Advisors reported no remaining Wells Fargo position as of Q2 2017 after selling out during the quarter.
  • Nottingham Advisors sold 8,618 Wells Fargo shares in Q2 2017, an estimated $480K.
  • Nottingham Advisors first reported a position in Wells Fargo in Q3 2016 and held it in 3 quarters.
  • Nottingham Advisors's Wells Fargo position peaked at $480K in Q1 2017.
  • 1,913 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2017.

Based on Nottingham Advisors's 13F filing for Q2 2017, filed 14 Jul 2017.