Taylor Wealth Management Partners’s Wells Fargo WFC Stock Holding History

Taylor Wealth Management Partners’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
2016 Q4	–	Sell	-20	Closed	-$1K	–	171
2016 Q3	$1K	Hold	20	–	–	﹤0.01%	154
2016 Q2	$1K	Hold	20	–	–	﹤0.01%	142
2016 Q1	$1K	Sell	20 -1,900	-99%	-$93K	﹤0.01%	142
2015 Q4	$104K	Hold	1,920	–	–	0.04%	60
2015 Q3	$99K	Hold	1,920	–	–	0.05%	57
2015 Q2	$108K	Buy	+1,920	New	+$107K	0.03%	66

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Taylor Wealth Management Partners's WFC Position: Q4 2016 in Review

Taylor Wealth Management Partners sold out of Wells Fargo (WFC) in Q4 2016, closing a stake of 20 shares — an estimated $1K sold.

Taylor Wealth Management Partners first reported a position in WFC in Q2 2015 and held it in 6 quarters. The position peaked at $108K in Q2 2015. 1,945 funds tracked by Wall St. Rank hold WFC as of Q4 2016.

Taylor Wealth Management Partners reported no remaining Wells Fargo position as of Q4 2016 after selling out during the quarter.
Taylor Wealth Management Partners sold 20 Wells Fargo shares in Q4 2016, an estimated $1K.
Taylor Wealth Management Partners first reported a position in Wells Fargo in Q2 2015 and held it in 6 quarters.
Taylor Wealth Management Partners's Wells Fargo position peaked at $108K in Q2 2015.
1,945 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2016.

Based on Taylor Wealth Management Partners's 13F filing for Q4 2016, filed 18 Jan 2017.