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Rikoon Group’s Wells Fargo WFC Stock Holding History

Rikoon 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
2020
Q3 		– Sell
-9,857
Closed -$252K – 223
2020
Q2 		$252K Buy
+9,857
New +$270K 0.08% 185
2020
Q1 		– Sell
-6,688
Closed -$360K – 208
2019
Q4 		$360K Buy
6,688
+2,590
+63% +$136K 0.12% 150
2019
Q3 		$207K Sell
4,098
-342
-8% -$16.1K 0.08% 197
2019
Q2 		$210K Buy
4,440
+2
+0% +$94 0.08% 195
2019
Q1 		$214K Sell
4,438
-533
-11% -$26.2K 0.08% 194
2018
Q4 		$229K Buy
+4,971
New +$255K 0.09% 178
2017
Q3 		– Sell
-14,802
Closed -$820K – 170
2017
Q2 		$820K Sell
14,802
-1,422
-9% -$76.2K 0.36% 75
2017
Q1 		$873K Hold
16,224
– – 0.39% 73
2016
Q4 		$922K Sell
16,224
-14,743
-48% -$741K 0.41% 74
2016
Q3 		$1.37M Buy
+30,967
New +$1.48M 1.08% 33

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

Rikoon Group's WFC Position: Q3 2020 in Review

Rikoon Group sold out of Wells Fargo (WFC) in Q3 2020, closing a stake of 9,857 shares — an estimated $252K sold.

Rikoon Group first reported a position in WFC in Q3 2016 and held it in 10 quarters. The position peaked at $1.37M in Q3 2016. 1,617 funds tracked by Wall St. Rank hold WFC as of Q3 2020.

  • Rikoon Group reported no remaining Wells Fargo position as of Q3 2020 after selling out during the quarter.
  • Rikoon Group sold 9,857 Wells Fargo shares in Q3 2020, an estimated $252K.
  • Rikoon Group first reported a position in Wells Fargo in Q3 2016 and held it in 10 quarters.
  • Rikoon Group's Wells Fargo position peaked at $1.37M in Q3 2016.
  • 1,617 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2020.

Based on Rikoon Group's 13F filing for Q3 2020, filed 23 Oct 2020.