Ruggie Capital Group’s Wells Fargo WFC Stock Holding History

Ruggie Capital 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
2019 Q1	–	Sell	-1,726	Closed	-$80K	–	478
2018 Q4	$80K	Buy	+1,726	New	+$88.4K	0.04%	139
2018 Q3	–	Sell	-1,200	Closed	-$67K	–	328
2018 Q2	$67K	Hold	1,200	–	–	0.03%	160
2018 Q1	$63K	Hold	1,200	–	–	0.03%	132
2017 Q4	$73K	Hold	1,200	–	–	0.05%	119
2017 Q3	$66K	Hold	1,200	–	–	0.04%	113
2017 Q2	$66K	Buy	+1,200	New	+$64.3K	0.04%	117
2016 Q2	–	Sell	-310	Closed	-$15K	–	230
2016 Q1	$15K	Buy	+310	New	+$15.2K	0.02%	120
2015 Q4	–	Sell	-464	Closed	-$25K	–	198
2015 Q3	$25K	Sell	464 -486	-51%	-$26.7K	0.02%	100
2015 Q2	$54K	Buy	950 +330	+53%	+$18.4K	0.04%	79
2015 Q1	$34K	Buy	620 +479	+340%	+$25.9K	0.04%	83
2014 Q4	$8K	Buy	+141	New	+$7.46K	0.01%	160

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Ruggie Capital Group's WFC Position: Q1 2019 in Review

Ruggie Capital Group sold out of Wells Fargo (WFC) in Q1 2019, closing a stake of 1,726 shares — an estimated $80K sold.

Ruggie Capital Group first reported a position in WFC in Q4 2014 and held it in 11 quarters. The position peaked at $80K in Q4 2018. 2,015 funds tracked by Wall St. Rank hold WFC as of Q1 2019.

Ruggie Capital Group reported no remaining Wells Fargo position as of Q1 2019 after selling out during the quarter.
Ruggie Capital Group sold 1,726 Wells Fargo shares in Q1 2019, an estimated $80K.
Ruggie Capital Group first reported a position in Wells Fargo in Q4 2014 and held it in 11 quarters.
Ruggie Capital Group's Wells Fargo position peaked at $80K in Q4 2018.
2,015 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2019.

Based on Ruggie Capital Group's 13F filing for Q1 2019, filed 24 Apr 2019.