PAG
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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
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 $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return