Old Mutual Customised Solutions’s Wells Fargo WFC Stock Holding History

Old Mutual Customised Solutions’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
2018 Q2	$5.9M	Hold	106,465	–	–	0.59%	33
2018 Q1	$5.58M	Buy	106,465 +7,900	+8%	+$469K	0.57%	32
2017 Q4	$5.98M	Sell	98,565 -3,100	-3%	-$175K	0.61%	27
2017 Q3	$5.61M	Buy	101,665 +3,900	+4%	+$207K	0.76%	21
2017 Q2	$5.42M	Buy	97,765 +1,400	+1%	+$75K	0.8%	20
2017 Q1	$5.36M	Buy	96,365 +19,165	+25%	+$1.09M	0.83%	21
2016 Q4	$4.25M	Buy	77,200 +37,400	+94%	+$1.88M	0.78%	22
2016 Q3	$1.76M	Sell	39,800 -18,000	-31%	-$861K	0.51%	38
2016 Q2	$2.74M	Buy	57,800 +3,200	+6%	+$156K	0.69%	26
2016 Q1	$2.64M	Sell	54,600 -6,900	-11%	-$338K	0.68%	25
2015 Q4	$3.34M	Buy	61,500 +400	+0.7%	+$21.7K	0.84%	22
2015 Q3	$3.14M	Sell	61,100 -6,100	-9%	-$335K	0.85%	20
2015 Q2	$3.78M	Hold	67,200	–	–	0.89%	18
2015 Q1	$3.66M	Sell	67,200 -4,800	-7%	-$259K	0.88%	19
2014 Q4	$3.95M	Sell	72,000 -3,600	-5%	-$191K	1.12%	11
2014 Q3	$3.92M	Sell	75,600 -12,200	-14%	-$628K	1.11%	12
2014 Q2	$4.62M	Sell	87,800 -4,300	-5%	-$216K	1.11%	12
2014 Q1	$4.58M	Hold	92,100	–	–	1.15%	11
2013 Q4	$4.18M	Buy	92,100 +1,200	+1%	+$51.8K	1.09%	12
2013 Q3	$3.76M	Buy	90,900 +1,100	+1%	+$47K	1.06%	13
2013 Q2	$3.71M	Buy	+89,800	New	+$3.5M	1.07%	11

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Old Mutual Customised Solutions's WFC Position: Q2 2018 in Review

Old Mutual Customised Solutions held its Wells Fargo (WFC) position steady in Q2 2018 at 106,465 shares worth $5.9M. The position accounts for 0.59% of the portfolio, ranked #33.

Old Mutual Customised Solutions first reported a position in WFC in Q2 2013 and has held it in 21 quarters since. The position peaked at $5.98M in Q4 2017. 1,978 funds tracked by Wall St. Rank hold WFC as of Q2 2018.

Old Mutual Customised Solutions held 106,465 shares of Wells Fargo worth $5.9M as of Q2 2018.
Old Mutual Customised Solutions left its Wells Fargo share count unchanged in Q2 2018.
Wells Fargo made up 0.59% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #33 holding.
Old Mutual Customised Solutions first reported a position in Wells Fargo in Q2 2013 and has held it in 21 quarters since.
Old Mutual Customised Solutions's Wells Fargo position peaked at $5.98M in Q4 2017.
1,978 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.