Scholtz & Company’s Wells Fargo WFC Stock Holding History

Scholtz & Company’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 Q2	–	Sell	-37,500	Closed	-$2.09M	–	54
2017 Q1	$2.09M	Sell	37,500 -36,315	-49%	-$2.06M	1.77%	30
2016 Q4	$4.07M	Buy	+73,815	New	+$3.71M	3.53%	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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Scholtz & Company's WFC Position: Q2 2017 in Review

Scholtz & Company sold out of Wells Fargo (WFC) in Q2 2017, closing a stake of 37,500 shares — an estimated $2.09M sold.

Scholtz & Company first reported a position in WFC in Q4 2016 and held it in 2 quarters. The position peaked at $4.07M in Q4 2016. 1,913 funds tracked by Wall St. Rank hold WFC as of Q2 2017.

Scholtz & Company reported no remaining Wells Fargo position as of Q2 2017 after selling out during the quarter.
Scholtz & Company sold 37,500 Wells Fargo shares in Q2 2017, an estimated $2.09M.
Scholtz & Company first reported a position in Wells Fargo in Q4 2016 and held it in 2 quarters.
Scholtz & Company's Wells Fargo position peaked at $4.07M in Q4 2016.
1,913 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2017.

Based on Scholtz & Company's 13F filing for Q2 2017, filed 14 Aug 2017.