RFO
WFC icon

RiverGlades Family Offices’s Wells Fargo WFC Stock Holding History

RiverGlades Family Offices’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
Q2 		– Sell
-4,722
Closed -$247K – 79
2018
Q1 		$247K Buy
+4,722
New +$281K 0.2% 66

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

RiverGlades Family Offices's WFC Position: Q2 2018 in Review

RiverGlades Family Offices sold out of Wells Fargo (WFC) in Q2 2018, closing a stake of 4,722 shares — an estimated $247K sold.

RiverGlades Family Offices first reported a position in WFC in Q1 2018 and held it in 1 quarter. The position peaked at $247K in Q1 2018. 1,979 funds tracked by Wall St. Rank hold WFC as of Q2 2018.

  • RiverGlades Family Offices reported no remaining Wells Fargo position as of Q2 2018 after selling out during the quarter.
  • RiverGlades Family Offices sold 4,722 Wells Fargo shares in Q2 2018, an estimated $247K.
  • RiverGlades Family Offices first reported a position in Wells Fargo in Q1 2018 and held it in 1 quarter.
  • RiverGlades Family Offices's Wells Fargo position peaked at $247K in Q1 2018.
  • 1,979 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2018.

Based on RiverGlades Family Offices's 13F filing for Q2 2018, filed 14 Aug 2018.