Reynders McVeigh Capital Management’s Wells Fargo WFC Stock Holding History

Reynders McVeigh Capital 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
2018 Q1	–	Sell	-4,099	Closed	-$249K	–	210
2017 Q4	$249K	Sell	4,099 -1,225	-23%	-$69.2K	0.03%	184
2017 Q3	$294K	Sell	5,324 -1,275	-19%	-$67.8K	0.04%	172
2017 Q2	$366K	Sell	6,599 -490	-7%	-$26.3K	0.05%	163
2017 Q1	$395K	Sell	7,089 -400	-5%	-$22.7K	0.05%	161
2016 Q4	$413K	Sell	7,489 -715	-9%	-$36K	0.06%	153
2016 Q3	$363K	Sell	8,204 -5,723	-41%	-$274K	0.05%	162
2016 Q2	$659K	Sell	13,927 -4,209	-23%	-$205K	0.1%	123
2016 Q1	$877K	Buy	18,136 +8,850	+95%	+$433K	0.13%	102
2015 Q4	$505K	Buy	9,286 +398	+4%	+$21.6K	0.08%	121
2015 Q3	$456K	Sell	8,888 -100	-1%	-$5.5K	0.08%	124
2015 Q2	$505K	Buy	8,988 +321	+4%	+$17.9K	0.08%	128
2015 Q1	$471K	Buy	8,667 +454	+6%	+$24.5K	0.08%	127
2014 Q4	$450K	Hold	8,213	–	–	0.08%	128
2014 Q3	$426K	Buy	8,213 +2,179	+36%	+$112K	0.08%	125
2014 Q2	$317K	Buy	6,034 +1,359	+29%	+$68.3K	0.07%	138
2014 Q1	$233K	Buy	+4,675	New	+$218K	0.06%	149

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Reynders McVeigh Capital Management's WFC Position: Q1 2018 in Review

Reynders McVeigh Capital Management sold out of Wells Fargo (WFC) in Q1 2018, closing a stake of 4,099 shares — an estimated $249K sold.

Reynders McVeigh Capital Management first reported a position in WFC in Q1 2014 and held it in 16 quarters. The position peaked at $877K in Q1 2016. 2,009 funds tracked by Wall St. Rank hold WFC as of Q1 2018.

Reynders McVeigh Capital Management reported no remaining Wells Fargo position as of Q1 2018 after selling out during the quarter.
Reynders McVeigh Capital Management sold 4,099 Wells Fargo shares in Q1 2018, an estimated $249K.
Reynders McVeigh Capital Management first reported a position in Wells Fargo in Q1 2014 and held it in 16 quarters.
Reynders McVeigh Capital Management's Wells Fargo position peaked at $877K in Q1 2016.
2,009 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2018.

Based on Reynders McVeigh Capital Management's 13F filing for Q1 2018, filed 3 May 2018.