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PHH Investments’s Wells Fargo WFC Stock Holding History

PHH 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
2019
Q4 		$1.7M Sell
31,595
-793
-2% -$41.5K 0.45% 30
2019
Q3 		$1.63M Sell
32,388
-687
-2% -$32.4K 0.45% 30
2019
Q2 		$1.56M Buy
33,075
+11,834
+56% +$553K 0.45% 31
2019
Q1 		$1.03M Sell
21,241
-122
-0.6% -$6K 0.3% 55
2018
Q4 		$984K Sell
21,363
-512
-2% -$26.2K 0.32% 52
2018
Q3 		$1.15M Sell
21,875
-401
-2% -$22.9K 0.33% 48
2018
Q2 		$1.24M Sell
22,276
-182
-0.8% -$9.75K 0.38% 35
2018
Q1 		$1.18M Sell
22,458
-6,924
-24% -$411K 0.36% 40
2017
Q4 		$1.78M Sell
29,382
-1,754
-6% -$99.1K 0.54% 19
2017
Q3 		$1.72M Sell
31,136
-2,854
-8% -$152K 0.57% 18
2017
Q2 		$1.88M Sell
33,990
-699
-2% -$37.5K 0.65% 15
2017
Q1 		$1.93M Sell
34,689
-572
-2% -$32.5K 0.71% 12
2016
Q4 		$2.02M Buy
+35,261
New +$1.77M 0.81% 14

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

PHH Investments's WFC Position: Q4 2019 in Review

PHH Investments reduced its Wells Fargo (WFC) stake by 2.4% in Q4 2019, selling an estimated $41.5K and leaving 31,595 shares worth $1.7M. The position accounts for 0.45% of the portfolio, ranked #30.

PHH Investments first reported a position in WFC in Q4 2016 and has held it in 13 quarters since. The position peaked at $2.02M in Q4 2016. 2,095 funds tracked by Wall St. Rank hold WFC as of Q4 2019.

  • PHH Investments held 31,595 shares of Wells Fargo worth $1.7M as of Q4 2019.
  • PHH Investments sold 793 Wells Fargo shares in Q4 2019, an estimated $41.5K.
  • Wells Fargo made up 0.45% of PHH Investments's portfolio in Q4 2019, its #30 holding.
  • PHH Investments first reported a position in Wells Fargo in Q4 2016 and has held it in 13 quarters since.
  • PHH Investments's Wells Fargo position peaked at $2.02M in Q4 2016.
  • 2,095 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2019.

Based on PHH Investments's 13F filing for Q4 2019, filed 13 Feb 2020.