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OTA Financial Group’s Wells Fargo WFC Stock Holding History

OTA Financial Group’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 		– Sell
-15,296
Closed -$851K – 75
2017
Q2 		$851K Hold
15,296
– – 0.56% 23
2017
Q1 		$851K Buy
+15,296
New +$868K 0.53% 25
2016
Q4 		– Sell
-48,334
Closed -$2.14M – 71
2016
Q3 		$2.14M Buy
+48,334
New +$2.31M 1.94% 10

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

OTA Financial Group's WFC Position: Q3 2017 in Review

OTA Financial Group sold out of Wells Fargo (WFC) in Q3 2017, closing a stake of 15,296 shares — an estimated $851K sold.

OTA Financial Group first reported a position in WFC in Q3 2016 and held it in 3 quarters. The position peaked at $2.14M in Q3 2016. 1,865 funds tracked by Wall St. Rank hold WFC as of Q3 2017.

  • OTA Financial Group reported no remaining Wells Fargo position as of Q3 2017 after selling out during the quarter.
  • OTA Financial Group sold 15,296 Wells Fargo shares in Q3 2017, an estimated $851K.
  • OTA Financial Group first reported a position in Wells Fargo in Q3 2016 and held it in 3 quarters.
  • OTA Financial Group's Wells Fargo position peaked at $2.14M in Q3 2016.
  • 1,865 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2017.

Based on OTA Financial Group's 13F filing for Q3 2017, filed 20 Oct 2017.