Patten Group’s Wells Fargo WFC Stock Holding History

Patten Group’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	-1,100	Closed	-$51K	–	539
2018 Q4	$51K	Hold	1,100	–	–	0.02%	280
2018 Q3	$58K	Hold	1,100	–	–	0.02%	303
2018 Q2	$61K	Hold	1,100	–	–	0.02%	300
2018 Q1	$58K	Hold	1,100	–	–	0.02%	307
2017 Q4	$67K	Hold	1,100	–	–	0.03%	305
2017 Q3	$61K	Hold	1,100	–	–	0.02%	307
2017 Q2	$58K	Hold	1,100	–	–	0.02%	309
2017 Q1	$60K	Hold	1,100	–	–	0.03%	294
2016 Q4	$62K	Sell	1,100 -125	-10%	-$6.29K	0.03%	289
2016 Q3	$55.4K	Sell	1,225 -6,916	-85%	-$331K	0.03%	303
2016 Q2	$385K	Buy	8,141 +810	+11%	+$39.5K	0.18%	119
2016 Q1	$355K	Sell	7,331 -165	-2%	-$8.08K	0.17%	127
2015 Q4	$407K	Buy	7,496 +85	+1%	+$4.62K	0.2%	111
2015 Q3	$381K	Buy	7,411 +30	+0.4%	+$1.65K	0.2%	113
2015 Q2	$415K	Buy	7,381 +530	+8%	+$29.6K	0.2%	110
2015 Q1	$373K	Buy	6,851 +974	+17%	+$52.6K	0.19%	121
2014 Q4	$322K	Buy	+5,877	New	+$311K	0.16%	137

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

Patten Group's WFC Position: Q1 2019 in Review

Patten Group sold out of Wells Fargo (WFC) in Q1 2019, closing a stake of 1,100 shares — an estimated $51K sold.

Patten Group first reported a position in WFC in Q4 2014 and held it in 17 quarters. The position peaked at $415K in Q2 2015. 2,015 funds tracked by Wall St. Rank hold WFC as of Q1 2019.

Patten Group reported no remaining Wells Fargo position as of Q1 2019 after selling out during the quarter.
Patten Group sold 1,100 Wells Fargo shares in Q1 2019, an estimated $51K.
Patten Group first reported a position in Wells Fargo in Q4 2014 and held it in 17 quarters.
Patten Group's Wells Fargo position peaked at $415K in Q2 2015.
2,015 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.