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SHCM
Stokes & Hubbell Capital Management’s
Wells Fargo
WFC
Stock Holding History
Stokes & Hubbell Capital Management’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
2019
Q1
$1.49M
Sell
30,903
-3,190
-9%
-$157K
0.31%
63
2018
Q4
$1.57M
Sell
34,093
-15,648
-31%
-$801K
0.36%
58
2018
Q3
$2.61M
Sell
49,741
-2,104
-4%
-$120K
0.54%
47
2018
Q2
$2.87M
Buy
51,845
+262
+0.5%
+$14K
0.65%
40
2018
Q1
$2.7M
Buy
51,583
+211
+0.4%
+$12.5K
0.63%
45
2017
Q4
$3.12M
Sell
51,372
-185
-0.4%
-$10.4K
0.75%
37
2017
Q3
$2.85M
Buy
51,557
+288
+0.6%
+$15.3K
0.74%
37
2017
Q2
$2.84M
Buy
51,269
+456
+0.9%
+$24.4K
0.87%
35
2017
Q1
$2.83M
Buy
50,813
+806
+2%
+$45.7K
0.96%
30
2016
Q4
$2.76M
Buy
50,007
+706
+1%
+$35.5K
1.07%
23
2016
Q3
$2.18M
Sell
49,301
-318
-0.6%
-$15.2K
0.9%
28
2016
Q2
$2.35M
Buy
49,619
+5,747
+13%
+$280K
1.01%
23
2016
Q1
$2.12M
Buy
43,872
+9,513
+28%
+$466K
0.98%
25
2015
Q4
$1.87M
Buy
34,359
+315
+0.9%
+$17.1K
1.01%
27
2015
Q3
$1.75M
Buy
+34,044
New
+$1.87M
1.06%
23
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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