TCM
WFC icon

TAM Capital Management’s Wells Fargo WFC Stock Holding History

TAM 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
2018
Q4 		$627K Sell
13,599
-65,202
-83% -$3.34M 0.72% 11
2018
Q3 		$4.14M Buy
+78,801
New +$4.5M 4.32% 8
2016
Q4 		– Sell
-285,335
Closed -$12.6M – 7
2016
Q3 		$12.6M Buy
+285,335
New +$13.7M 19.65% 2

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

TAM Capital Management's WFC Position: Q4 2018 in Review

TAM Capital Management reduced its Wells Fargo (WFC) stake by 83% in Q4 2018, selling an estimated $3.34M and leaving 13,599 shares worth $627K. The position accounts for 0.72% of the portfolio, ranked #11.

TAM Capital Management first reported a position in WFC in Q3 2016 and has held it in 3 quarters since. The position peaked at $12.6M in Q3 2016. 2,007 funds tracked by Wall St. Rank hold WFC as of Q4 2018.

  • TAM Capital Management held 13,599 shares of Wells Fargo worth $627K as of Q4 2018.
  • TAM Capital Management sold 65,202 Wells Fargo shares in Q4 2018, an estimated $3.34M.
  • Wells Fargo made up 0.72% of TAM Capital Management's portfolio in Q4 2018, its #11 holding.
  • TAM Capital Management first reported a position in Wells Fargo in Q3 2016 and has held it in 3 quarters since.
  • TAM Capital Management's Wells Fargo position peaked at $12.6M in Q3 2016.
  • 2,007 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2018.

Based on TAM Capital Management's 13F filing for Q4 2018, filed 13 Feb 2019.