Redwood Investments’s Wells Fargo WFC Stock Holding History

Redwood Investments’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 Q3	–	Sell	-800	Closed	-$44K	–	188
2017 Q2	$44K	Hold	800	–	–	﹤0.01%	120
2017 Q1	$45K	Hold	800	–	–	﹤0.01%	130
2016 Q4	$44K	Hold	800	–	–	﹤0.01%	125
2016 Q3	$35K	Hold	800	–	–	﹤0.01%	125
2016 Q2	$38K	Hold	800	–	–	﹤0.01%	146
2016 Q1	$39K	Sell	800 -385	-32%	-$18.9K	﹤0.01%	147
2015 Q4	$64K	Buy	1,185 +75	+7%	+$4.07K	0.01%	137
2015 Q3	$57K	Hold	1,110	–	–	0.01%	140
2015 Q2	$62K	Hold	1,110	–	–	0.01%	143
2015 Q1	$60K	Hold	1,110	–	–	0.01%	145
2014 Q4	$61K	Hold	1,110	–	–	0.01%	151
2014 Q3	$58K	Sell	1,110 -249	-18%	-$12.8K	0.01%	139
2014 Q2	$71K	Buy	1,359 +351	+35%	+$17.6K	0.01%	142
2014 Q1	$50K	Buy	1,008 +208	+26%	+$9.69K	0.01%	151
2013 Q4	$36K	Hold	800	–	–	0.01%	169
2013 Q3	$33K	Hold	800	–	–	﹤0.01%	161
2013 Q2	$33K	Buy	+800	New	+$31.2K	0.01%	169

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Redwood Investments's WFC Position: Q3 2017 in Review

Redwood Investments sold out of Wells Fargo (WFC) in Q3 2017, closing a stake of 800 shares — an estimated $44K sold.

Redwood Investments first reported a position in WFC in Q2 2013 and held it in 17 quarters. The position peaked at $71K in Q2 2014. 1,865 funds tracked by Wall St. Rank hold WFC as of Q3 2017.

Redwood Investments reported no remaining Wells Fargo position as of Q3 2017 after selling out during the quarter.
Redwood Investments sold 800 Wells Fargo shares in Q3 2017, an estimated $44K.
Redwood Investments first reported a position in Wells Fargo in Q2 2013 and held it in 17 quarters.
Redwood Investments's Wells Fargo position peaked at $71K in Q2 2014.
1,865 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2017.

Based on Redwood Investments's 13F filing for Q3 2017, filed 14 Nov 2017.