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Systematic Financial Management’s Wells Fargo WFC Stock Holding History

Systematic Financial 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
Q2 		– Sell
-9,245
Closed -$447K – 668
2019
Q1 		$447K Hold
9,245
– – 0.02% 571
2018
Q4 		$426K Hold
9,245
– – 0.01% 576
2018
Q3 		$486K Hold
9,245
– – 0.01% 605
2018
Q2 		$513K Hold
9,245
– – 0.01% 580
2018
Q1 		$485K Hold
9,245
– – 0.01% 583
2017
Q4 		$561K Hold
9,245
– – 0.01% 570
2017
Q3 		$510K Hold
9,245
– – 0.01% 585
2017
Q2 		$512K Hold
9,245
– – 0.01% 602
2017
Q1 		$515K Hold
9,245
– – 0.01% 600
2016
Q4 		$509K Hold
9,245
– – 0.01% 592
2016
Q3 		$409K Sell
9,245
-360,431
-97% -$17.2M 0.01% 567
2016
Q2 		$17.5M Sell
369,676
-74,385
-17% -$3.63M 0.24% 108
2016
Q1 		$21.5M Sell
444,061
-14,848
-3% -$727K 0.27% 95
2015
Q4 		$24.9M Sell
458,909
-11,670
-2% -$634K 0.27% 89
2015
Q3 		$24.2M Sell
470,579
-51,348
-10% -$2.82M 0.26% 93
2015
Q2 		$29.4M Sell
521,927
-83,235
-14% -$4.64M 0.25% 104
2015
Q1 		$32.9M Buy
605,162
+595,917
+6,446% +$32.2M 0.26% 108
2014
Q4 		$506K Sell
9,245
-212,396
-96% -$11.2M ﹤0.01% 619
2014
Q3 		$11.5M Buy
221,641
+212,396
+2,297% +$10.9M 0.08% 240
2014
Q2 		$485K Hold
9,245
– – ﹤0.01% 647
2014
Q1 		$459K Hold
9,245
– – ﹤0.01% 642
2013
Q4 		$419K Hold
9,245
– – ﹤0.01% 610
2013
Q3 		$382K Sell
9,245
-1,271,991
-99% -$54.3M ﹤0.01% 609
2013
Q2 		$52.9M Buy
+1,281,236
New +$49.9M 0.45% 76

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Systematic Financial Management's WFC Position: Q2 2019 in Review

Systematic Financial Management sold out of Wells Fargo (WFC) in Q2 2019, closing a stake of 9,245 shares — an estimated $447K sold.

Systematic Financial Management first reported a position in WFC in Q2 2013 and held it in 24 quarters. The position peaked at $52.9M in Q2 2013. 1,954 funds tracked by Wall St. Rank hold WFC as of Q2 2019.

  • Systematic Financial Management reported no remaining Wells Fargo position as of Q2 2019 after selling out during the quarter.
  • Systematic Financial Management sold 9,245 Wells Fargo shares in Q2 2019, an estimated $447K.
  • Systematic Financial Management first reported a position in Wells Fargo in Q2 2013 and held it in 24 quarters.
  • Systematic Financial Management's Wells Fargo position peaked at $52.9M in Q2 2013.
  • 1,954 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2019.

Based on Systematic Financial Management's 13F filing for Q2 2019, filed 26 Jul 2019.