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Palo Capital’s Wells Fargo WFC Stock Holding History

Palo Capital’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
Q4 		$1.87M Buy
40,543
+15
+0% +$768 0.79% 53
2018
Q3 		$2.13M Sell
40,528
-4,746
-10% -$271K 0.77% 52
2018
Q2 		$2.51M Sell
45,274
-1,548
-3% -$82.9K 0.91% 40
2018
Q1 		$2.45M Buy
46,822
+1,867
+4% +$111K 0.89% 42
2017
Q4 		$2.73M Buy
44,955
+3,424
+8% +$193K 1.22% 33
2017
Q3 		$2.29M Sell
41,531
-1,040
-2% -$55.3K 1.21% 30
2017
Q2 		$2.36M Buy
42,571
+538
+1% +$28.8K 1.33% 25
2017
Q1 		$2.34M Buy
42,033
+15,756
+60% +$894K 1.38% 22
2016
Q4 		$1.45M Buy
26,277
+3,581
+16% +$180K 0.91% 53
2016
Q3 		$1M Sell
22,696
-19,764
-47% -$946K 0.7% 59
2016
Q2 		$2.01M Buy
42,460
+22,235
+110% +$1.08M 0.69% 60
2016
Q1 		$978K Sell
20,225
-4,525
-18% -$222K 0.77% 57
2015
Q4 		$1.34M Sell
24,750
-590
-2% -$32K 1.22% 21
2015
Q3 		$1.3M Buy
25,340
+10
+0% +$550 1.13% 26
2015
Q2 		$1.43M Buy
25,330
+445
+2% +$24.8K 1.12% 24
2015
Q1 		$1.35M Sell
24,885
-44
-0.2% -$2.38K 1.1% 32
2014
Q4 		$1.37M Buy
+24,929
New +$1.32M 1.15% 30

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Palo Capital's WFC Position: Q4 2018 in Review

Palo Capital increased its Wells Fargo (WFC) stake by 0.04% in Q4 2018, buying an estimated $768 and bringing the position to 40,543 shares worth $1.87M. The position accounts for 0.79% of the portfolio, ranked #53.

Palo Capital first reported a position in WFC in Q4 2014 and has held it in 17 quarters since. The position peaked at $2.73M in Q4 2017. 2,007 funds tracked by Wall St. Rank hold WFC as of Q4 2018.

  • Palo Capital held 40,543 shares of Wells Fargo worth $1.87M as of Q4 2018.
  • Palo Capital bought 15 Wells Fargo shares in Q4 2018, an estimated $768.
  • Wells Fargo made up 0.79% of Palo Capital's portfolio in Q4 2018, its #53 holding.
  • Palo Capital first reported a position in Wells Fargo in Q4 2014 and has held it in 17 quarters since.
  • Palo Capital's Wells Fargo position peaked at $2.73M in Q4 2017.
  • 2,007 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2018.

Based on Palo Capital's 13F filing for Q4 2018, filed 30 Jan 2019.