QCM Cayman’s Wells Fargo WFC Stock Holding History

QCM Cayman’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	-37,952	Closed	-$2.11M	–	415
2017 Q1	$2.11M	Buy	+37,952	New	+$2.15M	0.4%	63
2016 Q3	–	Sell	-6,250	Closed	-$296K	–	351
2016 Q2	$296K	Buy	+6,250	New	+$305K	0.13%	134
2015 Q1	–	Sell	-4,588	Closed	-$252K	–	281
2014 Q4	$252K	Buy	+4,588	New	+$243K	0.1%	147
2014 Q3	–	Sell	-4,739	Closed	-$249K	–	281
2014 Q2	$249K	Buy	+4,739	New	+$238K	0.12%	150
2013 Q4	–	Sell	-5,122	Closed	-$212K	–	177
2013 Q3	$212K	Buy	+5,122	New	+$219K	0.13%	154

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

QCM Cayman's WFC Position: Q2 2017 in Review

QCM Cayman sold out of Wells Fargo (WFC) in Q2 2017, closing a stake of 37,952 shares — an estimated $2.11M sold.

QCM Cayman first reported a position in WFC in Q3 2013 and held it in 5 quarters. The position peaked at $2.11M in Q1 2017. 1,914 funds tracked by Wall St. Rank hold WFC as of Q2 2017.

QCM Cayman reported no remaining Wells Fargo position as of Q2 2017 after selling out during the quarter.
QCM Cayman sold 37,952 Wells Fargo shares in Q2 2017, an estimated $2.11M.
QCM Cayman first reported a position in Wells Fargo in Q3 2013 and held it in 5 quarters.
QCM Cayman's Wells Fargo position peaked at $2.11M in Q1 2017.
1,914 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2017.

Based on QCM Cayman's 13F filing for Q2 2017, filed 14 Aug 2017.