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Renaissance Investment Group’s Wells Fargo WFC Stock Holding History

Renaissance Investment Group’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
Q4 		– Sell
-6,892
Closed -$362K – 81
2018
Q3 		$362K Buy
6,892
+44
+0.6% +$2.51K 0.14% 68
2018
Q2 		$380K Hold
6,848
– – 0.15% 64
2018
Q1 		$359K Sell
6,848
-775
-10% -$46K 0.15% 66
2017
Q4 		$462K Sell
7,623
-497
-6% -$28.1K 0.18% 62
2017
Q3 		$448K Sell
8,120
-93
-1% -$4.94K 0.19% 62
2017
Q2 		$455K Buy
8,213
+93
+1% +$4.98K 0.2% 57
2017
Q1 		$452K Hold
8,120
– – 0.2% 61
2016
Q4 		$447K Buy
8,120
+3,100
+62% +$156K 0.21% 61
2016
Q3 		$222K Sell
5,020
-6,054
-55% -$290K 0.11% 73
2016
Q2 		$524K Hold
11,074
– – 0.26% 53
2016
Q1 		$536K Sell
11,074
-55
-0.5% -$2.69K 0.27% 53
2015
Q4 		$605K Buy
11,129
+1,370
+14% +$74.4K 0.29% 50
2015
Q3 		$501K Sell
9,759
-473
-5% -$26K 0.26% 50
2015
Q2 		$575K Hold
10,232
– – 0.27% 49
2015
Q1 		$557K Hold
10,232
– – 0.26% 48
2014
Q4 		$561K Sell
10,232
-133
-1% -$7.04K 0.26% 49
2014
Q3 		$538K Sell
10,365
-350
-3% -$18K 0.26% 51
2014
Q2 		$563K Sell
10,715
-175
-2% -$8.8K 0.27% 52
2014
Q1 		$542K Hold
10,890
– – 0.28% 51
2013
Q4 		$494K Sell
10,890
-50
-0.5% -$2.16K 0.25% 53
2013
Q3 		$452K Buy
10,940
+170
+2% +$7.26K 0.25% 54
2013
Q2 		$444K Buy
+10,770
New +$420K 0.25% 56

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Renaissance Investment Group's WFC Position: Q4 2018 in Review

Renaissance Investment Group sold out of Wells Fargo (WFC) in Q4 2018, closing a stake of 6,892 shares — an estimated $362K sold.

Renaissance Investment Group first reported a position in WFC in Q2 2013 and held it in 22 quarters. The position peaked at $605K in Q4 2015. 2,006 funds tracked by Wall St. Rank hold WFC as of Q4 2018.

  • Renaissance Investment Group reported no remaining Wells Fargo position as of Q4 2018 after selling out during the quarter.
  • Renaissance Investment Group sold 6,892 Wells Fargo shares in Q4 2018, an estimated $362K.
  • Renaissance Investment Group first reported a position in Wells Fargo in Q2 2013 and held it in 22 quarters.
  • Renaissance Investment Group's Wells Fargo position peaked at $605K in Q4 2015.
  • 2,006 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2018.

Based on Renaissance Investment Group's 13F filing for Q4 2018, filed 25 Jan 2019.