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Seven Bridges Advisors’s Wells Fargo WFC Stock Holding History

Seven Bridges Advisors’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
-14,678
Closed -$891K – 98
2017
Q4 		$891K Hold
14,678
– – 0.72% 44
2017
Q3 		$809K Buy
+14,678
New +$780K 0.68% 46

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Seven Bridges Advisors's WFC Position: Q1 2018 in Review

Seven Bridges Advisors sold out of Wells Fargo (WFC) in Q1 2018, closing a stake of 14,678 shares — an estimated $891K sold.

Seven Bridges Advisors first reported a position in WFC in Q3 2017 and held it in 2 quarters. The position peaked at $891K in Q4 2017. 2,009 funds tracked by Wall St. Rank hold WFC as of Q1 2018.

  • Seven Bridges Advisors reported no remaining Wells Fargo position as of Q1 2018 after selling out during the quarter.
  • Seven Bridges Advisors sold 14,678 Wells Fargo shares in Q1 2018, an estimated $891K.
  • Seven Bridges Advisors first reported a position in Wells Fargo in Q3 2017 and held it in 2 quarters.
  • Seven Bridges Advisors's Wells Fargo position peaked at $891K in Q4 2017.
  • 2,009 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2018.

Based on Seven Bridges Advisors's 13F filing for Q1 2018, filed 9 May 2018.