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Oskie Capital Management’s Wells Fargo WFC Stock Holding History

Oskie 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
Q3 		$2.8M Buy
50,765
+1,000
+2% +$53.2K 3.19% 12
2017
Q2 		$2.76M Sell
49,765
-500
-1% -$26.8K 2.85% 15
2017
Q1 		$2.8M Sell
50,265
-10,607
-17% -$602K 3.93% 10
2016
Q4 		$3.35M Buy
+60,872
New +$3.06M 7.18% 1

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Oskie Capital Management's WFC Position: Q3 2017 in Review

Oskie Capital Management increased its Wells Fargo (WFC) stake by 2% in Q3 2017, buying an estimated $53.2K and bringing the position to 50,765 shares worth $2.8M. The position accounts for 3.19% of the portfolio, ranked #12.

Oskie Capital Management first reported a position in WFC in Q4 2016 and has held it in 4 quarters since. The position peaked at $3.35M in Q4 2016. 1,866 funds tracked by Wall St. Rank hold WFC as of Q3 2017.

  • Oskie Capital Management held 50,765 shares of Wells Fargo worth $2.8M as of Q3 2017.
  • Oskie Capital Management bought 1,000 Wells Fargo shares in Q3 2017, an estimated $53.2K.
  • Wells Fargo made up 3.19% of Oskie Capital Management's portfolio in Q3 2017, its #12 holding.
  • Oskie Capital Management first reported a position in Wells Fargo in Q4 2016 and has held it in 4 quarters since.
  • Oskie Capital Management's Wells Fargo position peaked at $3.35M in Q4 2016.
  • 1,866 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2017.

Based on Oskie Capital Management's 13F filing for Q3 2017, filed 9 Nov 2017.