TB
WFC icon

Terril Brothers’s Wells Fargo WFC Stock Holding History

Terril Brothers’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
2017
Q1 		– Sell
-358,506
Closed -$19.8M – 44
2016
Q4 		$19.8M Buy
358,506
+55,217
+18% +$2.78M 6.89% 6
2016
Q3 		$13.4M Buy
303,289
+33,700
+13% +$1.61M 7.1% 6
2016
Q2 		$12.8M Sell
269,589
-13,205
-5% -$644K 5.64% 8
2016
Q1 		$13.7M Sell
282,794
-3,000
-1% -$147K 7.36% 5
2015
Q4 		$15.6M Sell
285,794
-5,914
-2% -$321K 6.53% 6
2015
Q3 		$15M Buy
291,708
+2,712
+0.9% +$149K 4.85% 8
2015
Q2 		$16.3M Sell
288,996
-3,900
-1% -$217K 5.03% 7
2015
Q1 		$16M Sell
292,896
-7
-0% -$378 5.23% 8
2014
Q4 		$16.1M Sell
292,903
-66,993
-19% -$3.55M 5.01% 9
2014
Q3 		$19.1M Buy
+359,896
New +$18.5M 6.58% 7

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Terril Brothers's WFC Position: Q1 2017 in Review

Terril Brothers sold out of Wells Fargo (WFC) in Q1 2017, closing a stake of 358,506 shares — an estimated $19.8M sold.

Terril Brothers first reported a position in WFC in Q3 2014 and held it in 10 quarters. The position peaked at $19.8M in Q4 2016. 1,928 funds tracked by Wall St. Rank hold WFC as of Q1 2017.

  • Terril Brothers reported no remaining Wells Fargo position as of Q1 2017 after selling out during the quarter.
  • Terril Brothers sold 358,506 Wells Fargo shares in Q1 2017, an estimated $19.8M.
  • Terril Brothers first reported a position in Wells Fargo in Q3 2014 and held it in 10 quarters.
  • Terril Brothers's Wells Fargo position peaked at $19.8M in Q4 2016.
  • 1,928 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2017.

Based on Terril Brothers's 13F filing for Q1 2017, filed 12 May 2017.