Parnassus Investments
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Parnassus Investments’s Wells Fargo WFC Stock Holding History

Parnassus Investments’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
-15,283,543
Closed -$927M – 88
2017
Q4 		$927M Buy
15,283,543
+6,687
+0% +$378K 3.64% 5
2017
Q3 		$843M Buy
15,276,856
+810,112
+6% +$43.1M 3.45% 5
2017
Q2 		$802M Buy
14,466,744
+637,775
+5% +$34.2M 3.38% 7
2017
Q1 		$749M Sell
13,828,969
-2,774,315
-17% -$157M 3.49% 5
2016
Q4 		$915M Sell
16,603,284
-1,320,970
-7% -$66.4M 4.52% 1
2016
Q3 		$794M Buy
17,924,254
+5,684,025
+46% +$272M 4.33% 2
2016
Q2 		$579M Buy
12,240,229
+10,990,229
+879% +$536M 3.53% 3
2016
Q1 		$60.5M Buy
1,250,000
+300,000
+32% +$14.7M 0.39% 49
2015
Q4 		$51.6M Hold
950,000
– – 0.35% 51
2015
Q3 		$48.8M Sell
950,000
-150,000
-14% -$8.25M 0.36% 52
2015
Q2 		$61.9M Hold
1,100,000
– – 0.44% 47
2015
Q1 		$59.8M Buy
1,100,000
+190,000
+21% +$10.3M 0.43% 43
2014
Q4 		$49.9M Buy
910,000
+285,000
+46% +$15.1M 0.38% 46
2014
Q3 		$32.4M Hold
625,000
– – 0.28% 55
2014
Q2 		$32.9M Hold
625,000
– – 0.29% 52
2014
Q1 		$31.1M Hold
625,000
– – 0.3% 61
2013
Q4 		$28.4M Hold
625,000
– – 0.29% 62
2013
Q3 		$25.8M Sell
625,000
-10,000
-2% -$427K 0.3% 60
2013
Q2 		$26.2M Buy
+635,000
New +$24.7M 0.34% 56

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
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

Parnassus Investments's WFC Position: Q1 2018 in Review

Parnassus Investments sold out of Wells Fargo (WFC) in Q1 2018, closing a stake of 15,283,543 shares — an estimated $927M sold.

Parnassus Investments first reported a position in WFC in Q2 2013 and held it in 19 quarters. The position peaked at $927M in Q4 2017. 2,009 funds tracked by Wall St. Rank hold WFC as of Q1 2018.

  • Parnassus Investments reported no remaining Wells Fargo position as of Q1 2018 after selling out during the quarter.
  • Parnassus Investments sold 15,283,543 Wells Fargo shares in Q1 2018, an estimated $927M.
  • Parnassus Investments first reported a position in Wells Fargo in Q2 2013 and held it in 19 quarters.
  • Parnassus Investments's Wells Fargo position peaked at $927M in Q4 2017.
  • 2,009 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2018.

Based on Parnassus Investments's 13F filing for Q1 2018, filed 30 Apr 2018.