Pineno Levin & Ford Asset Management’s Wells Fargo WFC Stock Holding History

Pineno Levin & Ford Asset 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
2020 Q1	–	Sell	-4,032	Closed	-$217K	–	102
2019 Q4	$217K	Hold	4,032	–	–	0.08%	97
2019 Q3	$203K	Buy	+4,032	New	+$190K	0.08%	103
2018 Q4	–	Sell	-4,032	Closed	-$212K	–	104
2018 Q3	$212K	Hold	4,032	–	–	0.09%	102
2018 Q2	$224K	Sell	4,032 -3,200	-44%	-$171K	0.1%	96
2018 Q1	$379K	Sell	7,232 -194	-3%	-$11.5K	0.17%	76
2017 Q4	$451K	Hold	7,426	–	–	0.19%	73
2017 Q3	$410K	Hold	7,426	–	–	0.19%	67
2017 Q2	$411K	Hold	7,426	–	–	0.19%	66
2017 Q1	$413K	Sell	7,426 -232	-3%	-$13.2K	0.2%	65
2016 Q4	$422K	Hold	7,658	–	–	0.2%	67
2016 Q3	$339K	Sell	7,658 -145	-2%	-$6.94K	0.17%	69
2016 Q2	$369K	Sell	7,803 -91	-1%	-$4.44K	0.19%	66
2016 Q1	$382K	Hold	7,894	–	–	0.2%	69
2015 Q4	$429K	Sell	7,894 -879	-10%	-$47.7K	0.23%	71
2015 Q3	$450K	Buy	8,773 +1,695	+24%	+$93.2K	0.25%	69
2015 Q2	$398K	Hold	7,078	–	–	0.21%	73
2015 Q1	$385K	Hold	7,078	–	–	0.2%	77
2014 Q4	$388K	Sell	7,078 -600	-8%	-$31.8K	0.23%	62
2014 Q3	$398K	Hold	7,678	–	–	0.23%	64
2014 Q2	$403K	Hold	7,678	–	–	0.23%	64
2014 Q1	$382K	Hold	7,678	–	–	0.23%	62
2013 Q4	$349K	Buy	7,678 +600	+8%	+$25.9K	0.21%	67
2013 Q3	$292K	Hold	7,078	–	–	0.2%	61
2013 Q2	$292K	Buy	+7,078	New	+$276K	0.21%	61

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Pineno Levin & Ford Asset Management's WFC Position: Q1 2020 in Review

Pineno Levin & Ford Asset Management sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 4,032 shares — an estimated $217K sold.

Pineno Levin & Ford Asset Management first reported a position in WFC in Q2 2013 and held it in 24 quarters. The position peaked at $451K in Q4 2017. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

Pineno Levin & Ford Asset Management reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
Pineno Levin & Ford Asset Management sold 4,032 Wells Fargo shares in Q1 2020, an estimated $217K.
Pineno Levin & Ford Asset Management first reported a position in Wells Fargo in Q2 2013 and held it in 24 quarters.
Pineno Levin & Ford Asset Management's Wells Fargo position peaked at $451K in Q4 2017.
1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Pineno Levin & Ford Asset Management's 13F filing for Q1 2020, filed 22 Apr 2020.