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SII Investments’s Wells Fargo WFC Stock Holding History

SII Investments’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
-15,942
Closed -$965K – 342
2017
Q4 		$965K Sell
15,942
-136,771
-90% -$7.72M 0.1% 150
2017
Q3 		$8.45M Sell
152,713
-5,019
-3% -$267K 0.48% 42
2017
Q2 		$8.75M Buy
157,732
+2,687
+2% +$144K 0.54% 37
2017
Q1 		$8.63M Sell
155,045
-14,628
-9% -$830K 0.59% 36
2016
Q4 		$9.38M Sell
169,673
-16,209
-9% -$815K 0.7% 31
2016
Q3 		$8.24M Buy
185,882
+18,179
+11% +$870K 0.63% 35
2016
Q2 		$7.93M Sell
167,703
-1,335
-0.8% -$65.1K 0.65% 34
2016
Q1 		$8.17M Buy
169,038
+42,798
+34% +$2.1M 0.77% 26
2015
Q4 		$6.87M Sell
126,240
-29,391
-19% -$1.6M 0.86% 23
2015
Q3 		$7.99M Buy
155,631
+6,120
+4% +$337K 0.92% 20
2015
Q2 		$8.41M Buy
149,511
+8,014
+6% +$447K 0.99% 19
2015
Q1 		$7.7M Buy
141,497
+3,915
+3% +$212K 0.93% 21
2014
Q4 		$7.54M Buy
137,582
+6,187
+5% +$328K 0.99% 17
2014
Q3 		$6.81M Buy
131,395
+6,175
+5% +$318K 0.91% 22
2014
Q2 		$6.59M Buy
125,220
+8,861
+8% +$445K 0.95% 20
2014
Q1 		$5.3M Sell
116,359
-11,126
-9% -$518K 0.98% 20
2013
Q4 		$5.79M Buy
127,485
+36,558
+40% +$1.58M 1.03% 17
2013
Q3 		$3.76M Sell
90,927
-27,153
-23% -$1.16M 0.89% 22
2013
Q2 		$4.88M Buy
+118,080
New +$4.6M 1.05% 17

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

SII Investments's WFC Position: Q1 2018 in Review

SII Investments sold out of Wells Fargo (WFC) in Q1 2018, closing a stake of 15,942 shares — an estimated $965K sold.

SII Investments first reported a position in WFC in Q2 2013 and held it in 19 quarters. The position peaked at $9.38M in Q4 2016. 2,009 funds tracked by Wall St. Rank hold WFC as of Q1 2018.

  • SII Investments reported no remaining Wells Fargo position as of Q1 2018 after selling out during the quarter.
  • SII Investments sold 15,942 Wells Fargo shares in Q1 2018, an estimated $965K.
  • SII Investments first reported a position in Wells Fargo in Q2 2013 and held it in 19 quarters.
  • SII Investments's Wells Fargo position peaked at $9.38M in Q4 2016.
  • 2,009 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2018.

Based on SII Investments's 13F filing for Q1 2018.