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Pacific Sun Financial’s Wells Fargo WFC Stock Holding History

Pacific Sun Financial’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
Q1 		– Sell
-55,055
Closed -$3.34M – 209
2017
Q4 		$3.34M Buy
+55,055
New +$3.11M 1.83% 15

Other funds holding WFC

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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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Pacific Sun Financial's WFC Position: Q1 2018 in Review

Pacific Sun Financial sold out of Wells Fargo (WFC) in Q1 2018, closing a stake of 55,055 shares — an estimated $3.34M sold.

Pacific Sun Financial first reported a position in WFC in Q4 2017 and held it in 1 quarter. The position peaked at $3.34M in Q4 2017. 2,010 funds tracked by Wall St. Rank hold WFC as of Q1 2018.

  • Pacific Sun Financial reported no remaining Wells Fargo position as of Q1 2018 after selling out during the quarter.
  • Pacific Sun Financial sold 55,055 Wells Fargo shares in Q1 2018, an estimated $3.34M.
  • Pacific Sun Financial first reported a position in Wells Fargo in Q4 2017 and held it in 1 quarter.
  • Pacific Sun Financial's Wells Fargo position peaked at $3.34M in Q4 2017.
  • 2,010 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2018.

Based on Pacific Sun Financial's 13F filing for Q1 2018, filed 14 May 2018.