Signature Financial Management’s Wells Fargo WFC Stock Holding History

Signature Financial 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 Q4	$1.84M	Sell	39,809 -627	-2%	-$32.1K	0.44%	29
2018 Q3	$2.13M	Sell	40,436 -247	-0.6%	-$14.1K	0.38%	42
2018 Q2	$2.25M	Buy	40,683 +1	+0%	+$54	0.48%	38
2018 Q1	$2.13M	Sell	40,682 -290	-0.7%	-$17.2K	0.44%	38
2017 Q4	$2.48M	Sell	40,972 -7,833	-16%	-$442K	0.67%	24
2017 Q3	$2.57M	Buy	48,805 +1,023	+2%	+$54.4K	0.78%	26
2017 Q2	$2.65M	Buy	47,782 +3,210	+7%	+$172K	0.83%	24
2017 Q1	$2.48M	Buy	44,572 +1	+0%	+$57	0.8%	29
2016 Q4	$2.46M	Buy	44,571 +14,189	+47%	+$713K	0.92%	26
2016 Q3	$1.34M	Buy	30,382 +361	+1%	+$17.3K	0.55%	33
2016 Q2	$1.42M	Buy	30,021 +1	+0%	+$49	0.67%	29
2016 Q1	$1.45M	Sell	30,020 -1,148	-4%	-$56.2K	0.71%	33
2015 Q4	$1.69M	Sell	31,168 -3,117	-9%	-$169K	0.82%	25
2015 Q3	$1.76M	Sell	34,285 -345	-1%	-$19K	1.08%	20
2015 Q2	$1.95M	Buy	34,630 +374	+1%	+$20.9K	1.26%	18
2015 Q1	$1.86M	Buy	34,256 +7,358	+27%	+$398K	1.2%	18
2014 Q4	$1.48M	Sell	26,898 -2,853	-10%	-$151K	1.03%	20
2014 Q3	$1.54M	Sell	29,751 -500	-2%	-$25.7K	1.11%	17
2014 Q2	$1.59M	Hold	30,251	–	–	1.21%	16
2014 Q1	$1.5M	Hold	30,251	–	–	1.29%	16
2013 Q4	$1.37M	Sell	30,251 -1,010	-3%	-$43.6K	1.07%	19
2013 Q3	$1.29M	Sell	31,261 -503	-2%	-$21.5K	1.14%	16
2013 Q2	$1.31M	Buy	+31,764	New	+$1.24M	0.89%	19

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 International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Signature Financial Management's WFC Position: Q4 2018 in Review

Signature Financial Management reduced its Wells Fargo (WFC) stake by 1.6% in Q4 2018, selling an estimated $32.1K and leaving 39,809 shares worth $1.84M. The position accounts for 0.44% of the portfolio, ranked #29.

Signature Financial Management first reported a position in WFC in Q2 2013 and has held it in 23 quarters since. The position peaked at $2.65M in Q2 2017. 2,007 funds tracked by Wall St. Rank hold WFC as of Q4 2018.

Signature Financial Management held 39,809 shares of Wells Fargo worth $1.84M as of Q4 2018.
Signature Financial Management sold 627 Wells Fargo shares in Q4 2018, an estimated $32.1K.
Wells Fargo made up 0.44% of Signature Financial Management's portfolio in Q4 2018, its #29 holding.
Signature Financial Management first reported a position in Wells Fargo in Q2 2013 and has held it in 23 quarters since.
Signature Financial Management's Wells Fargo position peaked at $2.65M in Q2 2017.
2,007 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2018.

Based on Signature Financial Management's 13F filing for Q4 2018, filed 13 Feb 2019.