Portland Global Advisors’s Wells Fargo WFC Stock Holding History

Portland Global 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 Q2	–	Sell	-4,313	Closed	-$226K	–	101
2018 Q1	$226K	Sell	4,313 -33	-0.8%	-$1.96K	0.09%	92
2017 Q4	$264K	Sell	4,346 -725	-14%	-$40.9K	0.1%	87
2017 Q3	$280K	Hold	5,071	–	–	0.11%	85
2017 Q2	$281K	Hold	5,071	–	–	0.11%	83
2017 Q1	$282K	Hold	5,071	–	–	0.12%	83
2016 Q4	$279K	Sell	5,071 -707	-12%	-$35.5K	0.12%	82
2016 Q3	$256K	Hold	5,778	–	–	0.11%	88
2016 Q2	$273K	Hold	5,778	–	–	0.13%	86
2016 Q1	$279K	Hold	5,778	–	–	0.13%	84
2015 Q4	$314K	Buy	5,778 +890	+18%	+$48.3K	0.17%	79
2015 Q3	$251K	Buy	4,888 +22	+0.5%	+$1.21K	0.15%	87
2015 Q2	$274K	Sell	4,866 -1,941	-29%	-$108K	0.14%	86
2015 Q1	$370K	Hold	6,807	–	–	0.19%	75
2014 Q4	$373K	Buy	6,807 +718	+12%	+$38K	0.19%	72
2014 Q3	$316K	Hold	6,089	–	–	0.16%	87
2014 Q2	$320K	Hold	6,089	–	–	0.16%	90
2014 Q1	$303K	Buy	+6,089	New	+$284K	0.18%	82

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Portland Global Advisors's WFC Position: Q2 2018 in Review

Portland Global Advisors sold out of Wells Fargo (WFC) in Q2 2018, closing a stake of 4,313 shares — an estimated $226K sold.

Portland Global Advisors first reported a position in WFC in Q1 2014 and held it in 17 quarters. The position peaked at $373K in Q4 2014. 1,979 funds tracked by Wall St. Rank hold WFC as of Q2 2018.

Portland Global Advisors reported no remaining Wells Fargo position as of Q2 2018 after selling out during the quarter.
Portland Global Advisors sold 4,313 Wells Fargo shares in Q2 2018, an estimated $226K.
Portland Global Advisors first reported a position in Wells Fargo in Q1 2014 and held it in 17 quarters.
Portland Global Advisors's Wells Fargo position peaked at $373K in Q4 2014.
1,979 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2018.

Based on Portland Global Advisors's 13F filing for Q2 2018, filed 31 Jul 2018.