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Rampart Investment Management’s Wells Fargo WFC Stock Holding History

Rampart Investment Management’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
2020
Q3 		– Sell
-29,449
Closed -$754K – 527
2020
Q2 		$754K Buy
29,449
+921
+3% +$25.2K 0.13% 203
2020
Q1 		$819K Sell
28,528
-35,652
-56% -$1.52M 0.39% 61
2019
Q4 		$3.45M Sell
64,180
-1,840
-3% -$96.4K 0.42% 67
2019
Q3 		$3.33M Sell
66,020
-8,992
-12% -$424K 0.41% 68
2019
Q2 		$3.55M Buy
75,012
+12,062
+19% +$564K 0.42% 68
2019
Q1 		$3.04M Buy
62,950
+21,539
+52% +$1.06M 0.35% 85
2018
Q4 		$1.91M Sell
41,411
-77,344
-65% -$3.96M 0.53% 51
2018
Q3 		$2.31M Buy
118,755
+43,272
+57% +$2.47M 1.01% 20
2018
Q2 		$4.18M Sell
75,483
-72,237
-49% -$3.87M 0.41% 63
2018
Q1 		$7.74M Buy
147,720
+87,065
+144% +$5.17M 0.74% 31
2017
Q4 		$3.68M Buy
60,655
+5,170
+9% +$292K 1.42% 9
2017
Q3 		$3.06M Buy
55,485
+4,927
+10% +$262K 1.03% 14
2017
Q2 		$2.8M Buy
50,558
+37,966
+302% +$2.03M 1.01% 15
2017
Q1 		$701K Buy
+12,592
New +$714K 0.25% 19

Other funds holding WFC

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Rampart Investment Management's WFC Position: Q3 2020 in Review

Rampart Investment Management sold out of Wells Fargo (WFC) in Q3 2020, closing a stake of 29,449 shares — an estimated $754K sold.

Rampart Investment Management first reported a position in WFC in Q1 2017 and held it in 14 quarters. The position peaked at $7.74M in Q1 2018. 1,617 funds tracked by Wall St. Rank hold WFC as of Q3 2020.

  • Rampart Investment Management reported no remaining Wells Fargo position as of Q3 2020 after selling out during the quarter.
  • Rampart Investment Management sold 29,449 Wells Fargo shares in Q3 2020, an estimated $754K.
  • Rampart Investment Management first reported a position in Wells Fargo in Q1 2017 and held it in 14 quarters.
  • Rampart Investment Management's Wells Fargo position peaked at $7.74M in Q1 2018.
  • 1,617 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2020.

Based on Rampart Investment Management's 13F filing for Q3 2020, filed 13 Nov 2020.