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Stanford Investment Group’s Wells Fargo WFC Stock Holding History

Stanford Investment Group’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
Q1 		– Sell
-12,580
Closed -$693K – 301
2016
Q4 		$693K Sell
12,580
-8,353
-40% -$420K 0.34% 23
2016
Q3 		$927K Buy
20,933
+9,208
+79% +$441K 0.44% 22
2016
Q2 		$555K Buy
11,725
+200
+2% +$9.75K 0.28% 27
2016
Q1 		$557K Buy
11,525
+600
+5% +$29.4K 0.31% 25
2015
Q4 		$594K Buy
10,925
+263
+2% +$14.3K 0.32% 25
2015
Q3 		$547K Hold
10,662
– – 0.4% 22
2015
Q2 		$600K Hold
10,662
– – 0.45% 21
2015
Q1 		$580K Sell
10,662
-100
-0.9% -$5.4K 0.46% 21
2014
Q4 		$590K Buy
+10,762
New +$570K 0.49% 22

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Stanford Investment Group's WFC Position: Q1 2017 in Review

Stanford Investment Group sold out of Wells Fargo (WFC) in Q1 2017, closing a stake of 12,580 shares — an estimated $693K sold.

Stanford Investment Group first reported a position in WFC in Q4 2014 and held it in 9 quarters. The position peaked at $927K in Q3 2016. 1,929 funds tracked by Wall St. Rank hold WFC as of Q1 2017.

  • Stanford Investment Group reported no remaining Wells Fargo position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 12,580 Wells Fargo shares in Q1 2017, an estimated $693K.
  • Stanford Investment Group first reported a position in Wells Fargo in Q4 2014 and held it in 9 quarters.
  • Stanford Investment Group's Wells Fargo position peaked at $927K in Q3 2016.
  • 1,929 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.