RPg Family Wealth Advisory’s Wells Fargo WFC Stock Holding History

RPg Family Wealth Advisory’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 Q1	–	Sell	-1,339	Closed	-$81.2K	–	293
2017 Q4	$81.2K	Buy	1,339 +340	+34%	+$19.2K	0.07%	79
2017 Q3	$55.1K	Sell	999 -188	-16%	-$9.99K	0.05%	130
2017 Q2	$65.8K	Buy	1,187 +81	+7%	+$4.34K	0.06%	109
2017 Q1	$61.6K	Buy	1,106 +477	+76%	+$27.1K	0.05%	117
2016 Q4	$34.7K	Buy	629 +246	+64%	+$12.4K	0.03%	145
2016 Q3	$17K	Sell	383 -40	-9%	-$1.91K	0.01%	197
2016 Q2	$20K	Sell	423 -1,519	-78%	-$74.1K	0.01%	193
2016 Q1	$93.9K	Buy	1,942 +1,729	+812%	+$84.7K	0.07%	91
2015 Q4	$11.6K	Buy	+213	New	+$11.6K	0.01%	183

Other funds holding WFC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

RPg Family Wealth Advisory's WFC Position: Q1 2018 in Review

RPg Family Wealth Advisory sold out of Wells Fargo (WFC) in Q1 2018, closing a stake of 1,339 shares — an estimated $81.2K sold.

RPg Family Wealth Advisory first reported a position in WFC in Q4 2015 and held it in 9 quarters. The position peaked at $93.9K in Q1 2016. 2,009 funds tracked by Wall St. Rank hold WFC as of Q1 2018.

RPg Family Wealth Advisory reported no remaining Wells Fargo position as of Q1 2018 after selling out during the quarter.
RPg Family Wealth Advisory sold 1,339 Wells Fargo shares in Q1 2018, an estimated $81.2K.
RPg Family Wealth Advisory first reported a position in Wells Fargo in Q4 2015 and held it in 9 quarters.
RPg Family Wealth Advisory's Wells Fargo position peaked at $93.9K in Q1 2016.
2,009 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2018.

Based on RPg Family Wealth Advisory's 13F filing for Q1 2018, filed 15 May 2018.