SevenBridge Financial Group’s Wells Fargo WFC Stock Holding History

SevenBridge Financial 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 Q3	–	Sell	-1,300	Closed	-$40K	–	572
2019 Q2	$40K	Buy	1,300 +100	+8%	+$4.68K	0.01%	309
2019 Q1	$36K	Hold	1,200	–	–	0.01%	277
2018 Q4	$34K	Buy	1,200 +1,000	+500%	+$51.2K	0.02%	242
2018 Q3	$11K	Hold	200	–	–	0.01%	409
2018 Q2	$11K	Sell	200 -1,174	-85%	-$62.9K	0.01%	418
2018 Q1	$40K	Hold	1,374	–	–	0.02%	267
2017 Q4	$43K	Buy	1,374 +1,174	+587%	+$66.3K	0.02%	273
2017 Q3	$11K	Hold	200	–	–	0.01%	441
2017 Q2	$11K	Hold	200	–	–	0.01%	446
2017 Q1	$11K	Hold	200	–	–	0.01%	427
2016 Q4	$9K	Hold	200	–	–	0.01%	461
2016 Q3	$9K	Sell	200 -37,377	-99%	-$1.79M	0.01%	456
2016 Q2	$1.78M	Sell	37,577 -49,858	-57%	-$2.43M	1.25%	14
2016 Q1	$1.81M	Buy	+87,435	New	+$4.28M	0.16%	30

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

SevenBridge Financial Group's WFC Position: Q3 2019 in Review

SevenBridge Financial Group sold out of Wells Fargo (WFC) in Q3 2019, closing a stake of 1,300 shares — an estimated $40K sold.

SevenBridge Financial Group first reported a position in WFC in Q1 2016 and held it in 14 quarters. The position peaked at $1.81M in Q1 2016. 1,937 funds tracked by Wall St. Rank hold WFC as of Q3 2019.

SevenBridge Financial Group reported no remaining Wells Fargo position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 1,300 Wells Fargo shares in Q3 2019, an estimated $40K.
SevenBridge Financial Group first reported a position in Wells Fargo in Q1 2016 and held it in 14 quarters.
SevenBridge Financial Group's Wells Fargo position peaked at $1.81M in Q1 2016.
1,937 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.