Sigma Investment Management’s Wells Fargo WFC Stock Holding History

Sigma Investment Management’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	-3,438	Closed	-$209K	–	17
2017 Q4	$209K	Buy	+3,438	New	+$194K	0.17%	14
2016 Q4	–	Sell	-5,784	Closed	-$256K	–	17
2016 Q3	$256K	Hold	5,784	–	–	0.22%	13
2016 Q2	$274K	Buy	5,784 +1,600	+38%	+$78K	0.23%	13
2016 Q1	$202K	Hold	4,184	–	–	0.17%	14
2015 Q4	$227K	Sell	4,184 -2,800	-40%	-$152K	0.14%	23
2015 Q3	$359K	Hold	6,984	–	–	0.23%	21
2015 Q2	$393K	Hold	6,984	–	–	0.24%	20
2015 Q1	$380K	Hold	6,984	–	–	0.23%	22
2014 Q4	$383K	Hold	6,984	–	–	0.24%	22
2014 Q3	$362K	Hold	6,984	–	–	0.26%	20
2014 Q2	$367K	Hold	6,984	–	–	0.25%	20
2014 Q1	$348K	Buy	+6,984	New	+$325K	0.24%	20
2013 Q4	–	Sell	-5,384	Closed	-$222K	–	30
2013 Q3	$222K	Hold	5,384	–	–	0.16%	23
2013 Q2	$222K	Buy	+5,384	New	+$210K	0.17%	24

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Sigma Investment Management's WFC Position: Q1 2018 in Review

Sigma Investment Management sold out of Wells Fargo (WFC) in Q1 2018, closing a stake of 3,438 shares — an estimated $209K sold.

Sigma Investment Management first reported a position in WFC in Q2 2013 and held it in 14 quarters. The position peaked at $393K in Q2 2015. 2,009 funds tracked by Wall St. Rank hold WFC as of Q1 2018.

Sigma Investment Management reported no remaining Wells Fargo position as of Q1 2018 after selling out during the quarter.
Sigma Investment Management sold 3,438 Wells Fargo shares in Q1 2018, an estimated $209K.
Sigma Investment Management first reported a position in Wells Fargo in Q2 2013 and held it in 14 quarters.
Sigma Investment Management's Wells Fargo position peaked at $393K in Q2 2015.
2,009 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2018.

Based on Sigma Investment Management's 13F filing for Q1 2018, filed 3 May 2018.