Palisades Hudson Asset Management’s Wells Fargo WFC Stock Holding History

Palisades Hudson 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
2019 Q1	–	Sell	-5,207	Closed	-$240K	–	111
2018 Q4	$240K	Hold	5,207	–	–	0.14%	95
2018 Q3	$274K	Sell	5,207 -2,463	-32%	-$141K	0.14%	93
2018 Q2	$425K	Hold	7,670	–	–	0.23%	52
2018 Q1	$402K	Hold	7,670	–	–	0.22%	58
2017 Q4	$465K	Hold	7,670	–	–	0.26%	46
2017 Q3	$423K	Sell	7,670 -562	-7%	-$29.9K	0.24%	50
2017 Q2	$456K	Hold	8,232	–	–	0.27%	44
2017 Q1	$458K	Hold	8,232	–	–	0.29%	38
2016 Q4	$454K	Hold	8,232	–	–	0.28%	37
2016 Q3	$365K	Hold	8,232	–	–	0.28%	46
2016 Q2	$390K	Buy	8,232 +562	+7%	+$27.4K	0.32%	40
2016 Q1	$371K	Sell	7,670 -1,443	-16%	-$70.7K	0.29%	48
2015 Q4	$495K	Buy	9,113 +1,105	+14%	+$60K	0.42%	30
2015 Q3	$411K	Sell	8,008 -800	-9%	-$44K	0.37%	36
2015 Q2	$495K	Buy	8,808 +338	+4%	+$18.8K	0.43%	30
2015 Q1	$461K	Buy	8,470 +800	+10%	+$43.2K	0.36%	36
2014 Q4	$420K	Hold	7,670	–	–	0.33%	39
2014 Q3	$398K	Hold	7,670	–	–	0.33%	37
2014 Q2	$403K	Hold	7,670	–	–	0.33%	29
2014 Q1	$382K	Hold	7,670	–	–	0.33%	31
2013 Q4	$348K	Hold	7,670	–	–	0.29%	36
2013 Q3	$317K	Hold	7,670	–	–	0.29%	34
2013 Q2	$317K	Buy	+7,670	New	+$299K	0.3%	34

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Palisades Hudson Asset Management's WFC Position: Q1 2019 in Review

Palisades Hudson Asset Management sold out of Wells Fargo (WFC) in Q1 2019, closing a stake of 5,207 shares — an estimated $240K sold.

Palisades Hudson Asset Management first reported a position in WFC in Q2 2013 and held it in 23 quarters. The position peaked at $495K in Q4 2015. 2,015 funds tracked by Wall St. Rank hold WFC as of Q1 2019.

Palisades Hudson Asset Management reported no remaining Wells Fargo position as of Q1 2019 after selling out during the quarter.
Palisades Hudson Asset Management sold 5,207 Wells Fargo shares in Q1 2019, an estimated $240K.
Palisades Hudson Asset Management first reported a position in Wells Fargo in Q2 2013 and held it in 23 quarters.
Palisades Hudson Asset Management's Wells Fargo position peaked at $495K in Q4 2015.
2,015 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2019.

Based on Palisades Hudson Asset Management's 13F filing for Q1 2019, filed 23 Apr 2019.