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Robertson Stephens Advisors’s Wells Fargo WFC Stock Holding History

Robertson Stephens Advisors’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
Q1 		– Sell
-9,041
Closed -$498K – 144
2016
Q4 		$498K Buy
+9,041
New +$455K 0.28% 81

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Robertson Stephens Advisors's WFC Position: Q1 2017 in Review

Robertson Stephens Advisors sold out of Wells Fargo (WFC) in Q1 2017, closing a stake of 9,041 shares — an estimated $498K sold.

Robertson Stephens Advisors first reported a position in WFC in Q4 2016 and held it in 1 quarter. The position peaked at $498K in Q4 2016. 1,928 funds tracked by Wall St. Rank hold WFC as of Q1 2017.

  • Robertson Stephens Advisors reported no remaining Wells Fargo position as of Q1 2017 after selling out during the quarter.
  • Robertson Stephens Advisors sold 9,041 Wells Fargo shares in Q1 2017, an estimated $498K.
  • Robertson Stephens Advisors first reported a position in Wells Fargo in Q4 2016 and held it in 1 quarter.
  • Robertson Stephens Advisors's Wells Fargo position peaked at $498K in Q4 2016.
  • 1,928 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2017.

Based on Robertson Stephens Advisors's 13F filing for Q1 2017, filed 12 May 2017.