Pinnacle Advisory Group’s Wells Fargo WFC Stock Holding History

Pinnacle Advisory 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
2018 Q2	–	Sell	-4,939	Closed	-$259K	–	188
2018 Q1	$259K	Buy	4,939 +444	+10%	+$26.4K	0.02%	165
2017 Q4	$273K	Sell	4,495 -4,036	-47%	-$228K	0.02%	176
2017 Q3	$470K	Sell	8,531 -1,979	-19%	-$105K	0.03%	120
2017 Q2	$582K	Sell	10,510 -1,330	-11%	-$71.3K	0.04%	104
2017 Q1	$659K	Buy	11,840 +4,141	+54%	+$235K	0.04%	93
2016 Q4	$424K	Buy	+7,699	New	+$387K	0.03%	121
2016 Q2	–	Sell	-4,379	Closed	-$211K	–	145
2016 Q1	$211K	Buy	+4,379	New	+$214K	0.02%	107

Other funds holding WFC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Pinnacle Advisory Group's WFC Position: Q2 2018 in Review

Pinnacle Advisory Group sold out of Wells Fargo (WFC) in Q2 2018, closing a stake of 4,939 shares — an estimated $259K sold.

Pinnacle Advisory Group first reported a position in WFC in Q1 2016 and held it in 7 quarters. The position peaked at $659K in Q1 2017. 1,979 funds tracked by Wall St. Rank hold WFC as of Q2 2018.

Pinnacle Advisory Group reported no remaining Wells Fargo position as of Q2 2018 after selling out during the quarter.
Pinnacle Advisory Group sold 4,939 Wells Fargo shares in Q2 2018, an estimated $259K.
Pinnacle Advisory Group first reported a position in Wells Fargo in Q1 2016 and held it in 7 quarters.
Pinnacle Advisory Group's Wells Fargo position peaked at $659K in Q1 2017.
1,979 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2018.

Based on Pinnacle Advisory Group's 13F filing for Q2 2018, filed 20 Jul 2018.