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Oakview Capital Management’s Wells Fargo WFC Stock Holding History

Oakview Capital Management’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
-500
Closed -$28K – 36
2017
Q1 		$28K Hold
500
– – 0.01% 31
2016
Q4 		$28K Buy
+500
New +$25.1K 0.02% 30

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Oakview Capital Management's WFC Position: Q2 2017 in Review

Oakview Capital Management sold out of Wells Fargo (WFC) in Q2 2017, closing a stake of 500 shares — an estimated $28K sold.

Oakview Capital Management first reported a position in WFC in Q4 2016 and held it in 2 quarters. The position peaked at $28K in Q1 2017. 1,913 funds tracked by Wall St. Rank hold WFC as of Q2 2017.

  • Oakview Capital Management reported no remaining Wells Fargo position as of Q2 2017 after selling out during the quarter.
  • Oakview Capital Management sold 500 Wells Fargo shares in Q2 2017, an estimated $28K.
  • Oakview Capital Management first reported a position in Wells Fargo in Q4 2016 and held it in 2 quarters.
  • Oakview Capital Management's Wells Fargo position peaked at $28K in Q1 2017.
  • 1,913 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2017.

Based on Oakview Capital Management's 13F filing for Q2 2017, filed 14 Aug 2017.