Summit Financial Strategies’s Wells Fargo WFC Stock Holding History

Summit Financial Strategies’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	–	Sell	-3,448	Closed	-$209K	–	58
2017 Q4	$209K	Buy	+3,448	New	+$195K	0.11%	53
2016 Q1	–	Sell	-3,871	Closed	-$210K	–	49
2015 Q4	$210K	Buy	+3,871	New	+$210K	0.16%	44
2015 Q3	–	Sell	-7,064	Closed	-$391K	–	49
2015 Q2	$391K	Buy	+7,064	New	+$394K	0.3%	29

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

Summit Financial Strategies's WFC Position: Q1 2018 in Review

Summit Financial Strategies sold out of Wells Fargo (WFC) in Q1 2018, closing a stake of 3,448 shares — an estimated $209K sold.

Summit Financial Strategies first reported a position in WFC in Q2 2015 and held it in 3 quarters. The position peaked at $391K in Q2 2015. 2,009 funds tracked by Wall St. Rank hold WFC as of Q1 2018.

Summit Financial Strategies reported no remaining Wells Fargo position as of Q1 2018 after selling out during the quarter.
Summit Financial Strategies sold 3,448 Wells Fargo shares in Q1 2018, an estimated $209K.
Summit Financial Strategies first reported a position in Wells Fargo in Q2 2015 and held it in 3 quarters.
Summit Financial Strategies's Wells Fargo position peaked at $391K in Q2 2015.
2,009 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2018.

Based on Summit Financial Strategies's 13F filing for Q1 2018, filed 14 May 2018.