RP
WFC icon

Rowlandmiller & Partners’s Wells Fargo WFC Stock Holding History

Rowlandmiller & Partners’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
Q1 		– Sell
-3,108
Closed -$167K – 161
2019
Q4 		$167K Sell
3,108
-4
-0.1% -$210 0.05% 128
2019
Q3 		$157K Hold
3,112
– – 0.05% 120
2019
Q2 		$147K Sell
3,112
-20
-0.6% -$935 0.05% 126
2019
Q1 		$151K Sell
3,132
-480
-13% -$23.6K 0.05% 118
2018
Q4 		$166K Buy
3,612
+480
+15% +$24.6K 0.07% 110
2018
Q3 		$165K Hold
3,132
– – 0.06% 119
2018
Q2 		$175K Sell
3,132
-884
-22% -$47.4K 0.07% 112
2018
Q1 		$210K Sell
4,016
-409
-9% -$24.3K 0.08% 105
2017
Q4 		$270K Hold
4,425
– – 0.11% 98
2017
Q3 		$244K Sell
4,425
-574
-11% -$30.5K 0.1% 100
2017
Q2 		$278K Sell
4,999
-315
-6% -$16.9K 0.12% 90
2017
Q1 		$297K Hold
5,314
– – 0.13% 90
2016
Q4 		$293K Sell
5,314
-597
-10% -$30K 0.13% 87
2016
Q3 		$262K Sell
5,911
-480
-8% -$23K 0.12% 90
2016
Q2 		$301K Hold
6,391
– – 0.14% 87
2016
Q1 		$309K Hold
6,391
– – 0.15% 85
2015
Q4 		$337K Hold
6,391
– – 0.17% 78
2015
Q3 		$326K Hold
6,391
– – 0.17% 79
2015
Q2 		$359K Sell
6,391
-320
-5% -$17.8K 0.18% 79
2015
Q1 		$363K Hold
6,711
– – 0.18% 79
2014
Q4 		$368K Buy
+6,711
New +$355K 0.18% 73

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

Rowlandmiller & Partners's WFC Position: Q1 2020 in Review

Rowlandmiller & Partners sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 3,108 shares — an estimated $167K sold.

Rowlandmiller & Partners first reported a position in WFC in Q4 2014 and held it in 21 quarters. The position peaked at $368K in Q4 2014. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

  • Rowlandmiller & Partners reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
  • Rowlandmiller & Partners sold 3,108 Wells Fargo shares in Q1 2020, an estimated $167K.
  • Rowlandmiller & Partners first reported a position in Wells Fargo in Q4 2014 and held it in 21 quarters.
  • Rowlandmiller & Partners's Wells Fargo position peaked at $368K in Q4 2014.
  • 1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Rowlandmiller & Partners's 13F filing for Q1 2020, filed 11 May 2020.