Sapphire Star Partners’s Wells Fargo WFC Stock Holding History

Sapphire Star 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
2017 Q1	–	Sell	-30,300	Closed	-$1.67M	–	112
2016 Q4	$1.67M	Sell	30,300 -3,482	-10%	-$175K	1.86%	14
2016 Q3	$1.5M	Sell	33,782 -9,047	-21%	-$433K	1.81%	17
2016 Q2	$2.03M	Sell	42,829 -35,487	-45%	-$1.73M	2.59%	12
2016 Q1	$4.26M	Buy	78,316 +39,158	+100%	+$1.92M	3.37%	10
2015 Q4	$2.13M	Buy	+39,158	New	+$2.13M	2.82%	12

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Sapphire Star Partners's WFC Position: Q1 2017 in Review

Sapphire Star Partners sold out of Wells Fargo (WFC) in Q1 2017, closing a stake of 30,300 shares — an estimated $1.67M sold.

Sapphire Star Partners first reported a position in WFC in Q4 2015 and held it in 5 quarters. The position peaked at $4.26M in Q1 2016. 1,928 funds tracked by Wall St. Rank hold WFC as of Q1 2017.

Sapphire Star Partners reported no remaining Wells Fargo position as of Q1 2017 after selling out during the quarter.
Sapphire Star Partners sold 30,300 Wells Fargo shares in Q1 2017, an estimated $1.67M.
Sapphire Star Partners first reported a position in Wells Fargo in Q4 2015 and held it in 5 quarters.
Sapphire Star Partners's Wells Fargo position peaked at $4.26M in Q1 2016.
1,928 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2017.

Based on Sapphire Star Partners's 13F filing for Q1 2017, filed 26 Apr 2017.