Stephen W. Kidder’s Wells Fargo WFC Stock Holding History

Stephen W. Kidder’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
2020 Q1	–	Sell	-4,300	Closed	-$231K	–	72
2019 Q4	$231K	Hold	4,300	–	–	0.09%	68
2019 Q3	$217K	Sell	4,300 -200	-4%	-$9.42K	0.09%	70
2019 Q2	$213K	Sell	4,500 -200	-4%	-$9.35K	0.09%	71
2019 Q1	$227K	Sell	4,700 -300	-6%	-$14.8K	0.09%	71
2018 Q4	$230K	Sell	5,000 -3,350	-40%	-$172K	0.1%	77
2018 Q3	$439K	Hold	8,350	–	–	0.16%	65
2018 Q2	$463K	Sell	8,350 -700	-8%	-$37.5K	0.18%	64
2018 Q1	$474K	Sell	9,050 -800	-8%	-$47.5K	0.18%	63
2017 Q4	$598K	Hold	9,850	–	–	0.21%	62
2017 Q3	$544K	Sell	9,850 -200	-2%	-$10.6K	0.2%	62
2017 Q2	$557K	Hold	10,050	–	–	0.21%	62
2017 Q1	$560K	Sell	10,050 -300	-3%	-$17K	0.22%	64
2016 Q4	$571K	Hold	10,350	–	–	0.23%	63
2016 Q3	$458K	Hold	10,350	–	–	0.18%	69
2016 Q2	$490K	Hold	10,350	–	–	0.2%	71
2016 Q1	$501K	Buy	10,350 +2,073	+25%	+$101K	0.2%	68
2015 Q4	$450K	Hold	8,277	–	–	0.19%	68
2015 Q3	$425K	Hold	8,277	–	–	0.21%	64
2015 Q2	$466K	Hold	8,277	–	–	0.21%	63
2015 Q1	$450K	Buy	8,277 +277	+3%	+$15K	0.19%	71
2014 Q4	$439K	Hold	8,000	–	–	0.19%	73
2014 Q3	$415K	Buy	+8,000	New	+$412K	0.19%	72

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

Stephen W. Kidder's WFC Position: Q1 2020 in Review

Stephen W. Kidder sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 4,300 shares — an estimated $231K sold.

Stephen W. Kidder first reported a position in WFC in Q3 2014 and held it in 22 quarters. The position peaked at $598K in Q4 2017. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

Stephen W. Kidder reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
Stephen W. Kidder sold 4,300 Wells Fargo shares in Q1 2020, an estimated $231K.
Stephen W. Kidder first reported a position in Wells Fargo in Q3 2014 and held it in 22 quarters.
Stephen W. Kidder's Wells Fargo position peaked at $598K in Q4 2017.
1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Stephen W. Kidder's 13F filing for Q1 2020, filed 7 May 2020.