Peachtree Investment Advisors’s Wells Fargo WFC Stock Holding History

Peachtree Investment Advisors’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	$313K	Buy	6,790 +46	+0.7%	+$2.36K	0.24%	62
2018 Q3	$354K	Hold	6,744	–	–	0.24%	63
2018 Q2	$374K	Hold	6,744	–	–	0.27%	58
2018 Q1	$353K	Hold	6,744	–	–	0.27%	61
2017 Q4	$409K	Hold	6,744	–	–	0.31%	62
2017 Q3	$372K	Sell	6,744 -700	-9%	-$37.2K	0.32%	63
2017 Q2	$412K	Hold	7,444	–	–	0.35%	60
2017 Q1	$414K	Buy	7,444 +100	+1%	+$5.67K	0.38%	58
2016 Q4	$405K	Hold	7,344	–	–	0.4%	60
2016 Q3	$325K	Hold	7,344	–	–	0.32%	70
2016 Q2	$348K	Hold	7,344	–	–	0.35%	69
2016 Q1	$355K	Hold	7,344	–	–	0.36%	69
2015 Q4	$399K	Hold	7,344	–	–	0.42%	62
2015 Q3	$377K	Sell	7,344 -11,402	-61%	-$627K	0.39%	69
2015 Q2	$1.05M	Buy	18,746 +76	+0.4%	+$4.24K	0.79%	36
2015 Q1	$1.02M	Sell	18,670 -1,124	-6%	-$60.7K	0.73%	40
2014 Q4	$1.08M	Sell	19,794 -1,214	-6%	-$64.3K	0.73%	34
2014 Q3	$1.09M	Buy	21,008 +675	+3%	+$34.7K	0.73%	31
2014 Q2	$1.07M	Sell	20,333 -2,744	-12%	-$138K	0.71%	37
2014 Q1	$1.15M	Buy	23,077 +70	+0.3%	+$3.26K	0.78%	29
2013 Q4	$1.04M	Buy	+23,007	New	+$994K	0.71%	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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

Peachtree Investment Advisors's WFC Position: Q4 2018 in Review

Peachtree Investment Advisors increased its Wells Fargo (WFC) stake by 0.68% in Q4 2018, buying an estimated $2.36K and bringing the position to 6,790 shares worth $313K. The position accounts for 0.24% of the portfolio, ranked #62.

Peachtree Investment Advisors first reported a position in WFC in Q4 2013 and has held it in 21 quarters since. The position peaked at $1.15M in Q1 2014. 2,006 funds tracked by Wall St. Rank hold WFC as of Q4 2018.

Peachtree Investment Advisors held 6,790 shares of Wells Fargo worth $313K as of Q4 2018.
Peachtree Investment Advisors bought 46 Wells Fargo shares in Q4 2018, an estimated $2.36K.
Wells Fargo made up 0.24% of Peachtree Investment Advisors's portfolio in Q4 2018, its #62 holding.
Peachtree Investment Advisors first reported a position in Wells Fargo in Q4 2013 and has held it in 21 quarters since.
Peachtree Investment Advisors's Wells Fargo position peaked at $1.15M in Q1 2014.
2,006 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2018.

Based on Peachtree Investment Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.