St Louis Trust’s Wells Fargo WFC Stock Holding History

St Louis Trust’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 Q2	–	Sell	-18,150	Closed	-$951K	–	118
2018 Q1	$951K	Buy	18,150 +5,500	+43%	+$327K	0.33%	57
2017 Q4	$767K	Buy	+12,650	New	+$714K	0.3%	43
2016 Q2	–	Sell	-6,380	Closed	-$308K	–	61
2016 Q1	$308K	Buy	+6,380	New	+$312K	0.17%	48

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

St Louis Trust's WFC Position: Q2 2018 in Review

St Louis Trust sold out of Wells Fargo (WFC) in Q2 2018, closing a stake of 18,150 shares — an estimated $951K sold.

St Louis Trust first reported a position in WFC in Q1 2016 and held it in 3 quarters. The position peaked at $951K in Q1 2018. 1,978 funds tracked by Wall St. Rank hold WFC as of Q2 2018.

St Louis Trust reported no remaining Wells Fargo position as of Q2 2018 after selling out during the quarter.
St Louis Trust sold 18,150 Wells Fargo shares in Q2 2018, an estimated $951K.
St Louis Trust first reported a position in Wells Fargo in Q1 2016 and held it in 3 quarters.
St Louis Trust's Wells Fargo position peaked at $951K in Q1 2018.
1,978 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2018.

Based on St Louis Trust's 13F filing for Q2 2018, filed 7 Aug 2018.