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Stillwater Investment Management (Minnesota)’s Wells Fargo WFC Stock Holding History

Stillwater Investment Management (Minnesota)’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
Q2 		– Sell
-40,559
Closed -$2.26M – 73
2017
Q1 		$2.26M Sell
40,559
-4,947
-11% -$281K 1.08% 29
2016
Q4 		$2.51M Sell
45,506
-3,034
-6% -$153K 1.3% 18
2016
Q3 		$2.15M Buy
48,540
+867
+2% +$41.5K 1.17% 26
2016
Q2 		$2.26M Buy
47,673
+805
+2% +$39.2K 1.29% 21
2016
Q1 		$2.27M Buy
46,868
+435
+0.9% +$21.3K 1.35% 17
2015
Q4 		$2.52M Sell
46,433
-1,039
-2% -$56.4K 1.58% 13
2015
Q3 		$2.44M Buy
47,472
+342
+0.7% +$18.8K 1.64% 11
2015
Q2 		$2.65M Sell
47,130
-17
-0% -$948 1.68% 10
2015
Q1 		$2.56M Buy
47,147
+155
+0.3% +$8.38K 1.65% 10
2014
Q4 		$2.58M Sell
46,992
-776
-2% -$41.1K 1.73% 10
2014
Q3 		$2.48M Sell
47,768
-184
-0.4% -$9.46K 1.75% 8
2014
Q2 		$2.52M Buy
47,952
+55
+0.1% +$2.77K 1.82% 8
2014
Q1 		$2.38M Sell
47,897
-254
-0.5% -$11.8K 1.82% 10
2013
Q4 		$2.19M Buy
+48,151
New +$2.08M 1.67% 12

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Stillwater Investment Management (Minnesota)'s WFC Position: Q2 2017 in Review

Stillwater Investment Management (Minnesota) sold out of Wells Fargo (WFC) in Q2 2017, closing a stake of 40,559 shares — an estimated $2.26M sold.

Stillwater Investment Management (Minnesota) first reported a position in WFC in Q4 2013 and held it in 14 quarters. The position peaked at $2.65M in Q2 2015. 1,914 funds tracked by Wall St. Rank hold WFC as of Q2 2017.

  • Stillwater Investment Management (Minnesota) reported no remaining Wells Fargo position as of Q2 2017 after selling out during the quarter.
  • Stillwater Investment Management (Minnesota) sold 40,559 Wells Fargo shares in Q2 2017, an estimated $2.26M.
  • Stillwater Investment Management (Minnesota) first reported a position in Wells Fargo in Q4 2013 and held it in 14 quarters.
  • Stillwater Investment Management (Minnesota)'s Wells Fargo position peaked at $2.65M in Q2 2015.
  • 1,914 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2017.

Based on Stillwater Investment Management (Minnesota)'s 13F filing for Q2 2017, filed 6 Jul 2017.