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Risk Paradigm Group’s Wells Fargo WFC Stock Holding History

Risk Paradigm 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
2017
Q2 		– Sell
-1,081
Closed -$60.2K – 252
2017
Q1 		$60.2K Hold
1,081
– – 0.07% 131
2016
Q4 		$59.6K Hold
1,081
– – 0.07% 150
2016
Q3 		$47.9K Sell
1,081
-427
-28% -$20.4K 0.04% 176
2016
Q2 		$71.4K Buy
1,508
+100
+7% +$4.88K 0.1% 134
2016
Q1 		$68.1K Hold
1,408
– – 0.09% 118
2015
Q4 		$76.5K Buy
1,408
+685
+95% +$37.2K 0.09% 110
2015
Q3 		$37.1K Buy
723
+323
+81% +$17.8K 0.08% 105
2015
Q2 		$22.5K Buy
400
+100
+33% +$5.58K 0.02% 156
2015
Q1 		$16.3K Buy
+300
New +$16.2K 0.02% 180

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Risk Paradigm Group's WFC Position: Q2 2017 in Review

Risk Paradigm Group sold out of Wells Fargo (WFC) in Q2 2017, closing a stake of 1,081 shares — an estimated $60.2K sold.

Risk Paradigm Group first reported a position in WFC in Q1 2015 and held it in 9 quarters. The position peaked at $76.5K in Q4 2015. 1,913 funds tracked by Wall St. Rank hold WFC as of Q2 2017.

  • Risk Paradigm Group reported no remaining Wells Fargo position as of Q2 2017 after selling out during the quarter.
  • Risk Paradigm Group sold 1,081 Wells Fargo shares in Q2 2017, an estimated $60.2K.
  • Risk Paradigm Group first reported a position in Wells Fargo in Q1 2015 and held it in 9 quarters.
  • Risk Paradigm Group's Wells Fargo position peaked at $76.5K in Q4 2015.
  • 1,913 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2017.

Based on Risk Paradigm Group's 13F filing for Q2 2017, filed 14 Aug 2017.