Oberweis Asset Management’s Wells Fargo WFC Stock Holding History

Oberweis Asset 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	-3,719	Closed	-$207K	–	155
2017 Q1	$207K	Buy	3,719 +1	+0%	+$57	0.06%	134
2016 Q4	$205K	Buy	+3,718	New	+$187K	0.06%	128
2016 Q3	–	Sell	-4,362	Closed	-$206K	–	175
2016 Q2	$206K	Buy	4,362 +2	+0%	+$98	0.06%	163
2016 Q1	$211K	Buy	4,360 +111	+3%	+$5.43K	0.06%	169
2015 Q4	$231K	Buy	4,249 +4	+0.1%	+$217	0.06%	172
2015 Q3	$218K	Buy	4,245 +1	+0%	+$55	0.06%	154
2015 Q2	$239K	Buy	4,244 +2	+0%	+$112	0.06%	157
2015 Q1	$231K	Sell	4,242 -139	-3%	-$7.51K	0.06%	158
2014 Q4	$240K	Sell	4,381 -198	-4%	-$10.5K	0.07%	112
2014 Q3	$238K	Hold	4,579	–	–	0.07%	120
2014 Q2	$241K	Buy	4,579 +4	+0.1%	+$201	0.06%	128
2014 Q1	$228K	Buy	4,575 +1	+0%	+$47	0.05%	135
2013 Q4	$208K	Buy	+4,574	New	+$198K	0.05%	135

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Oberweis Asset Management's WFC Position: Q2 2017 in Review

Oberweis Asset Management sold out of Wells Fargo (WFC) in Q2 2017, closing a stake of 3,719 shares — an estimated $207K sold.

Oberweis Asset Management first reported a position in WFC in Q4 2013 and held it in 13 quarters. The position peaked at $241K in Q2 2014. 1,913 funds tracked by Wall St. Rank hold WFC as of Q2 2017.

Oberweis Asset Management reported no remaining Wells Fargo position as of Q2 2017 after selling out during the quarter.
Oberweis Asset Management sold 3,719 Wells Fargo shares in Q2 2017, an estimated $207K.
Oberweis Asset Management first reported a position in Wells Fargo in Q4 2013 and held it in 13 quarters.
Oberweis Asset Management's Wells Fargo position peaked at $241K in Q2 2014.
1,913 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2017.

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