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Patriot Wealth Management’s Wells Fargo WFC Stock Holding History

Patriot Wealth 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
2018
Q1 		– Sell
-3,618
Closed -$220K – 91
2017
Q4 		$220K Buy
+3,618
New +$204K 0.03% 85
2017
Q3 		– Sell
-165,590
Closed -$9.18M – 90
2017
Q2 		$9.18M Buy
165,590
+4,717
+3% +$253K 1.54% 14
2017
Q1 		$8.95M Buy
160,873
+6,997
+5% +$397K 1.43% 15
2016
Q4 		$8.48M Sell
153,876
-2,099
-1% -$106K 1.6% 16
2016
Q3 		$6.91M Sell
155,975
-4,842
-3% -$232K 1.33% 28
2016
Q2 		$7.61M Buy
160,817
+4,165
+3% +$203K 1.5% 19
2016
Q1 		$7.58M Buy
156,652
+2,183
+1% +$107K 1.53% 17
2015
Q4 		$8.4M Buy
154,469
+641
+0.4% +$34.8K 1.74% 17
2015
Q3 		$7.9M Buy
153,828
+4,483
+3% +$247K 1.83% 14
2015
Q2 		$8.4M Buy
149,345
+1,507
+1% +$84K 1.87% 13
2015
Q1 		$8.04M Buy
147,838
+4,551
+3% +$246K 1.79% 14
2014
Q4 		$7.86M Buy
143,287
+2,947
+2% +$156K 1.84% 15
2014
Q3 		$7.28M Buy
140,340
+3,573
+3% +$184K 1.8% 17
2014
Q2 		$7.19M Buy
136,767
+1,432
+1% +$72K 1.82% 14
2014
Q1 		$6.73M Buy
135,335
+3,448
+3% +$161K 1.8% 17
2013
Q4 		$5.99M Sell
131,887
-3,226
-2% -$139K 1.65% 21
2013
Q3 		$5.58M Buy
+135,113
New +$5.77M 1.65% 22
2013
Q2 		– Hold
0
– – – 17

Other funds holding WFC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Patriot Wealth Management's WFC Position: Q1 2018 in Review

Patriot Wealth Management sold out of Wells Fargo (WFC) in Q1 2018, closing a stake of 3,618 shares — an estimated $220K sold.

Patriot Wealth Management first reported a position in WFC in Q3 2013 and held it in 17 quarters. The position peaked at $9.18M in Q2 2017. 2,011 funds tracked by Wall St. Rank hold WFC as of Q1 2018.

  • Patriot Wealth Management reported no remaining Wells Fargo position as of Q1 2018 after selling out during the quarter.
  • Patriot Wealth Management sold 3,618 Wells Fargo shares in Q1 2018, an estimated $220K.
  • Patriot Wealth Management first reported a position in Wells Fargo in Q3 2013 and held it in 17 quarters.
  • Patriot Wealth Management's Wells Fargo position peaked at $9.18M in Q2 2017.
  • 2,011 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2018.

Based on Patriot Wealth Management's 13F filing for Q1 2018, filed 19 Apr 2018.