Smart Portfolios LLC’s Wells Fargo WFC Stock Holding History

Smart Portfolios LLC’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 Q2	–	Sell	-204	Closed	-$10K	–	197
2019 Q1	$10K	Buy	+204	New	+$10K	0.01%	173

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

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

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

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

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

Smart Portfolios LLC's WFC Position: Q2 2019 in Review

Smart Portfolios LLC sold out of Wells Fargo (WFC) in Q2 2019, closing a stake of 204 shares — an estimated $10K sold.

Smart Portfolios LLC first reported a position in WFC in Q1 2019 and held it in 1 quarter. The position peaked at $10K in Q1 2019. 1,954 funds tracked by Wall St. Rank hold WFC as of Q2 2019.

Smart Portfolios LLC reported no remaining Wells Fargo position as of Q2 2019 after selling out during the quarter.
Smart Portfolios LLC sold 204 Wells Fargo shares in Q2 2019, an estimated $10K.
Smart Portfolios LLC first reported a position in Wells Fargo in Q1 2019 and held it in 1 quarter.
Smart Portfolios LLC's Wells Fargo position peaked at $10K in Q1 2019.
1,954 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2019.

Based on Smart Portfolios LLC's 13F filing for Q2 2019, filed 15 Aug 2019.