SC
WFC icon

SRB Corp’s Wells Fargo WFC Stock Holding History

SRB Corp’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 		– Sell
-9,283
Closed -$488K – 204
2018
Q3 		$488K Hold
9,283
– – 0.05% 155
2018
Q2 		$515K Buy
9,283
+5,742
+162% +$308K 0.06% 62
2018
Q1 		$186K Hold
3,541
– – 0.02% 160
2017
Q4 		$215K Buy
3,541
+132
+4% +$7.46K 0.03% 42
2017
Q3 		$188K Hold
3,409
– – 0.02% 82
2017
Q2 		$189K Buy
3,409
+313
+10% +$16.8K 0.03% 85
2017
Q1 		$172K Sell
3,096
-135
-4% -$7.66K 0.02% 133
2016
Q4 		$178K Hold
3,231
– – 0.02% 73
2016
Q3 		$143K Buy
3,231
+392
+14% +$18.8K 0.02% 161
2016
Q2 		$134K Hold
2,839
– – 0.02% 150
2016
Q1 		$137K Buy
2,839
+230
+9% +$11.3K 0.02% 169
2015
Q4 		$142K Sell
2,609
-316
-11% -$17.2K 0.02% 74
2015
Q3 		$150K Buy
2,925
+336
+13% +$18.5K 0.02% 93
2015
Q2 		$146K Sell
2,589
-496
-16% -$27.7K 0.02% 67
2015
Q1 		$168K Buy
3,085
+370
+14% +$20K 0.02% 72
2014
Q4 		$149K Hold
2,715
– – 0.02% 103
2014
Q3 		$141K Buy
+2,715
New +$140K 0.02% 61

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

SRB Corp's WFC Position: Q4 2018 in Review

SRB Corp sold out of Wells Fargo (WFC) in Q4 2018, closing a stake of 9,283 shares — an estimated $488K sold.

SRB Corp first reported a position in WFC in Q3 2014 and held it in 17 quarters. The position peaked at $515K in Q2 2018. 2,006 funds tracked by Wall St. Rank hold WFC as of Q4 2018.

  • SRB Corp reported no remaining Wells Fargo position as of Q4 2018 after selling out during the quarter.
  • SRB Corp sold 9,283 Wells Fargo shares in Q4 2018, an estimated $488K.
  • SRB Corp first reported a position in Wells Fargo in Q3 2014 and held it in 17 quarters.
  • SRB Corp's Wells Fargo position peaked at $515K in Q2 2018.
  • 2,006 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2018.

Based on SRB Corp's 13F filing for Q4 2018, filed 14 Feb 2019.