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Potrero Capital Research’s Wells Fargo WFC Stock Holding History

Potrero Capital Research’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
2017
Q2 		– Sell
-22,332
Closed -$1.24M – 44
2017
Q1 		$1.24M Hold
22,332
– – 1.1% 30
2016
Q4 		$1.23M Hold
22,332
– – 1.16% 28
2016
Q3 		$989K Hold
22,332
– – 0.92% 33
2016
Q2 		$1.06M Buy
+22,332
New +$1.09M 0.96% 30

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Potrero Capital Research's WFC Position: Q2 2017 in Review

Potrero Capital Research sold out of Wells Fargo (WFC) in Q2 2017, closing a stake of 22,332 shares — an estimated $1.24M sold.

Potrero Capital Research first reported a position in WFC in Q2 2016 and held it in 4 quarters. The position peaked at $1.24M in Q1 2017. 1,913 funds tracked by Wall St. Rank hold WFC as of Q2 2017.

  • Potrero Capital Research reported no remaining Wells Fargo position as of Q2 2017 after selling out during the quarter.
  • Potrero Capital Research sold 22,332 Wells Fargo shares in Q2 2017, an estimated $1.24M.
  • Potrero Capital Research first reported a position in Wells Fargo in Q2 2016 and held it in 4 quarters.
  • Potrero Capital Research's Wells Fargo position peaked at $1.24M in Q1 2017.
  • 1,913 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2017.

Based on Potrero Capital Research's 13F filing for Q2 2017, filed 11 Aug 2017.