Sunflower Bank Wealth Management’s Wells Fargo WFC Stock Holding History

Sunflower Bank Wealth 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
2018 Q3	–	Sell	-3,745	Closed	-$208K	–	141
2018 Q2	$208K	Sell	3,745 -100	-3%	-$5.36K	0.06%	136
2018 Q1	$201K	Hold	3,845	–	–	0.06%	139
2017 Q4	$233K	Hold	3,845	–	–	0.06%	123
2017 Q3	$212K	Sell	3,845 -3,813	-50%	-$203K	0.08%	91
2017 Q2	$424K	Sell	7,658 -206	-3%	-$11K	0.14%	71
2017 Q1	$438K	Hold	7,864	–	–	0.15%	66
2016 Q4	$433K	Sell	7,864 -700	-8%	-$35.2K	0.15%	63
2016 Q3	$379K	Buy	8,564 +420	+5%	+$20.1K	0.14%	71
2016 Q2	$385K	Buy	8,144 +120	+1%	+$5.85K	0.14%	68
2016 Q1	$388K	Buy	8,024 +535	+7%	+$26.2K	0.14%	67
2015 Q4	$407K	Hold	7,489	–	–	0.14%	65
2015 Q3	$384K	Hold	7,489	–	–	0.14%	66
2015 Q2	$421K	Sell	7,489 -1,100	-13%	-$61.3K	0.14%	67
2015 Q1	$467K	Sell	8,589 -860	-9%	-$46.5K	0.15%	69
2014 Q4	$518K	Buy	9,449 +3,733	+65%	+$198K	0.17%	62
2014 Q3	$296K	Buy	5,716 +330	+6%	+$17K	0.1%	81
2014 Q2	$283K	Sell	5,386 -145	-3%	-$7.29K	0.12%	85
2014 Q1	$275K	Sell	5,531 -40	-0.7%	-$1.86K	0.13%	81
2013 Q4	$253K	Buy	+5,571	New	+$241K	0.13%	81

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Sunflower Bank Wealth Management's WFC Position: Q3 2018 in Review

Sunflower Bank Wealth Management sold out of Wells Fargo (WFC) in Q3 2018, closing a stake of 3,745 shares — an estimated $208K sold.

Sunflower Bank Wealth Management first reported a position in WFC in Q4 2013 and held it in 19 quarters. The position peaked at $518K in Q4 2014. 1,973 funds tracked by Wall St. Rank hold WFC as of Q3 2018.

Sunflower Bank Wealth Management reported no remaining Wells Fargo position as of Q3 2018 after selling out during the quarter.
Sunflower Bank Wealth Management sold 3,745 Wells Fargo shares in Q3 2018, an estimated $208K.
Sunflower Bank Wealth Management first reported a position in Wells Fargo in Q4 2013 and held it in 19 quarters.
Sunflower Bank Wealth Management's Wells Fargo position peaked at $518K in Q4 2014.
1,973 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2018.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2018, filed 30 Oct 2018.