Steadfast Advisors’s Wells Fargo WFC Stock Holding History

Steadfast Advisors’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
2016 Q4	$10.6M	Buy	192,205 +25,279	+15%	+$1.27M	5.19%	3
2016 Q3	$7.39M	Buy	166,926 +8,180	+5%	+$391K	3.14%	9
2016 Q2	$7.51M	Buy	158,746 +116,210	+273%	+$5.67M	4.61%	6
2016 Q1	$2.06M	Buy	+42,536	New	+$2.08M	1.22%	30

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Steadfast Advisors's WFC Position: Q4 2016 in Review

Steadfast Advisors increased its Wells Fargo (WFC) stake by 15% in Q4 2016, buying an estimated $1.27M and bringing the position to 192,205 shares worth $10.6M. The position accounts for 5.19% of the portfolio, ranked #3.

Steadfast Advisors first reported a position in WFC in Q1 2016 and has held it in 4 quarters since. 1,946 funds tracked by Wall St. Rank hold WFC as of Q4 2016.

Steadfast Advisors held 192,205 shares of Wells Fargo worth $10.6M as of Q4 2016.
Steadfast Advisors bought 25,279 Wells Fargo shares in Q4 2016, an estimated $1.27M.
Wells Fargo made up 5.19% of Steadfast Advisors's portfolio in Q4 2016, its #3 holding.
Steadfast Advisors first reported a position in Wells Fargo in Q1 2016 and has held it in 4 quarters since.
1,946 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2016.

Based on Steadfast Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.