TCG Advisors’s Wells Fargo WFC Stock Holding History

TCG Advisors’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 Q3	–	Sell	-159	Closed	-$7K	–	419
2019 Q2	$7K	Sell	159 -20	-11%	-$935	0.01%	286
2019 Q1	$9K	Buy	+179	New	+$8.8K	0.01%	288

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

TCG Advisors's WFC Position: Q3 2019 in Review

TCG Advisors sold out of Wells Fargo (WFC) in Q3 2019, closing a stake of 159 shares — an estimated $7K sold.

TCG Advisors first reported a position in WFC in Q1 2019 and held it in 2 quarters. The position peaked at $9K in Q1 2019. 1,937 funds tracked by Wall St. Rank hold WFC as of Q3 2019.

TCG Advisors reported no remaining Wells Fargo position as of Q3 2019 after selling out during the quarter.
TCG Advisors sold 159 Wells Fargo shares in Q3 2019, an estimated $7K.
TCG Advisors first reported a position in Wells Fargo in Q1 2019 and held it in 2 quarters.
TCG Advisors's Wells Fargo position peaked at $9K in Q1 2019.
1,937 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2019.

Based on TCG Advisors's 13F filing for Q3 2019, filed 13 Nov 2019.