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Spectrum Financial Alliance’s Wells Fargo WFC Stock Holding History

Spectrum Financial Alliance’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
Q1 		– Sell
-600
Closed -$27K – 100
2018
Q4 		$27K Hold
600
– – 0.02% 33
2018
Q3 		$31K Hold
600
– – 0.02% 33
2018
Q2 		$33K Hold
600
– – 0.02% 34
2018
Q1 		$31K Buy
+600
New +$35.6K 0.02% 32

Other funds holding WFC

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Vanguard Group
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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Spectrum Financial Alliance's WFC Position: Q1 2019 in Review

Spectrum Financial Alliance sold out of Wells Fargo (WFC) in Q1 2019, closing a stake of 600 shares — an estimated $27K sold.

Spectrum Financial Alliance first reported a position in WFC in Q1 2018 and held it in 4 quarters. The position peaked at $33K in Q2 2018. 2,015 funds tracked by Wall St. Rank hold WFC as of Q1 2019.

  • Spectrum Financial Alliance reported no remaining Wells Fargo position as of Q1 2019 after selling out during the quarter.
  • Spectrum Financial Alliance sold 600 Wells Fargo shares in Q1 2019, an estimated $27K.
  • Spectrum Financial Alliance first reported a position in Wells Fargo in Q1 2018 and held it in 4 quarters.
  • Spectrum Financial Alliance's Wells Fargo position peaked at $33K in Q2 2018.
  • 2,015 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2019.

Based on Spectrum Financial Alliance's 13F filing for Q1 2019, filed 14 May 2019.