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Spot Trading’s Wells Fargo WFC Stock Holding History

Spot Trading’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
2017
Q3 		$2.85M Buy
51,767
+1,971
+4% +$105K 0.05% 526
2017
Q2 		$2.76M Buy
+49,796
New +$2.67M 0.05% 481
2017
Q1 		– Sell
-70,409
Closed -$3.99M – 3342
2016
Q4 		$3.88M Buy
70,409
+37,809
+116% +$1.9M 0.09% 277
2016
Q3 		$1.44M Buy
+32,600
New +$1.56M 0.03% 841
2016
Q2 		– Sell
-80,091
Closed -$3.9M – 3871
2016
Q1 		$3.87M Sell
80,091
-13,766
-15% -$674K 0.07% 383
2015
Q4 		$5.1M Buy
93,857
+93,460
+23,542% +$5.07M 0.05% 490
2015
Q3 		$20K Sell
397
-145,576
-100% -$8.01M ﹤0.01% 3511
2015
Q2 		$8.21M Buy
+145,973
New +$8.14M 0.08% 333
2015
Q1 		– Sell
-95,762
Closed -$5.18M – 4362
2014
Q4 		$5.25M Buy
95,762
+39,510
+70% +$2.09M 0.03% 767
2014
Q3 		$2.92M Buy
56,252
+8,788
+19% +$452K 0.01% 1278
2014
Q2 		$2.5M Sell
47,464
-75,927
-62% -$3.82M 0.01% 1475
2014
Q1 		$6.14M Sell
123,391
-16,861
-12% -$785K 0.03% 713
2013
Q4 		$6.37M Buy
140,252
+117,680
+521% +$5.08M 0.03% 707
2013
Q3 		$933K Buy
22,572
+22,535
+60,905% +$962K 0.01% 1959
2013
Q2 		$2K Buy
+37
New +$1.44K ﹤0.01% 4105

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Spot Trading's WFC Position: Q3 2017 in Review

Spot Trading increased its Wells Fargo (WFC) stake by 4% in Q3 2017, buying an estimated $105K and bringing the position to 51,767 shares worth $2.85M. The position accounts for 0.05% of the portfolio, ranked #526.

Spot Trading first reported a position in WFC in Q2 2013 and has held it in 15 quarters since. The position peaked at $8.21M in Q2 2015. 1,865 funds tracked by Wall St. Rank hold WFC as of Q3 2017.

  • Spot Trading held 51,767 shares of Wells Fargo worth $2.85M as of Q3 2017.
  • Spot Trading bought 1,971 Wells Fargo shares in Q3 2017, an estimated $105K.
  • Wells Fargo made up 0.05% of Spot Trading's portfolio in Q3 2017, its #526 holding.
  • Spot Trading first reported a position in Wells Fargo in Q2 2013 and has held it in 15 quarters since.
  • Spot Trading's Wells Fargo position peaked at $8.21M in Q2 2015.
  • 1,865 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2017.

Based on Spot Trading's 13F filing for Q3 2017, filed 6 Nov 2017.