Stewart West Indies Trading Company’s Wells Fargo WFC Stock Holding History

Stewart West Indies Trading Company’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 Q1	$64.7M	Hold	1,233,600	–	–	5.6%	7
2017 Q4	$74.8M	Hold	1,233,600	–	–	6.32%	5
2017 Q3	$68M	Hold	1,233,600	–	–	5.94%	4
2017 Q2	$68.4M	Hold	1,233,600	–	–	5.97%	4
2017 Q1	$68.7M	Hold	1,233,600	–	–	5.93%	4
2016 Q4	$68M	Hold	1,233,600	–	–	6.05%	5
2016 Q3	$54.6M	Hold	1,233,600	–	–	5.22%	8
2016 Q2	$58.4M	Hold	1,233,600	–	–	5.64%	7
2016 Q1	$59.7M	Hold	1,233,600	–	–	5.94%	6
2015 Q4	$67.1M	Hold	1,233,600	–	–	6.92%	3
2015 Q3	$63.3M	Hold	1,233,600	–	–	6.66%	3
2015 Q2	$69.4M	Hold	1,233,600	–	–	7.03%	4
2015 Q1	$67.1M	Hold	1,233,600	–	–	6.51%	4
2014 Q4	$67.6M	Hold	1,233,600	–	–	6.45%	3
2014 Q3	$64M	Hold	1,233,600	–	–	6.41%	4
2014 Q2	$64.8M	Hold	1,233,600	–	–	6.7%	3
2014 Q1	$61.4M	Hold	1,233,600	–	–	6.54%	4
2013 Q4	$56M	Hold	1,233,600	–	–	6.05%	5
2013 Q3	$51M	Hold	1,233,600	–	–	5.83%	5
2013 Q2	$50.9M	Buy	+1,233,600	New	+$48.1M	5.92%	6

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Stewart West Indies Trading Company's WFC Position: Q1 2018 in Review

Stewart West Indies Trading Company held its Wells Fargo (WFC) position steady in Q1 2018 at 1,233,600 shares worth $64.7M. The position accounts for 5.6% of the portfolio, ranked #7.

Stewart West Indies Trading Company first reported a position in WFC in Q2 2013 and has held it in 20 quarters since. The position peaked at $74.8M in Q4 2017. 2,010 funds tracked by Wall St. Rank hold WFC as of Q1 2018.

Stewart West Indies Trading Company held 1,233,600 shares of Wells Fargo worth $64.7M as of Q1 2018.
Stewart West Indies Trading Company left its Wells Fargo share count unchanged in Q1 2018.
Wells Fargo made up 5.6% of Stewart West Indies Trading Company's portfolio in Q1 2018, its #7 holding.
Stewart West Indies Trading Company first reported a position in Wells Fargo in Q2 2013 and has held it in 20 quarters since.
Stewart West Indies Trading Company's Wells Fargo position peaked at $74.8M in Q4 2017.
2,010 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2018.

Based on Stewart West Indies Trading Company's 13F filing for Q1 2018, filed 15 May 2018.