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Thomas White International’s Wells Fargo WFC Stock Holding History

Thomas White International’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
Q3 		– Sell
-12,184
Closed -$675K – 252
2017
Q2 		$675K Hold
12,184
– – 0.12% 171
2017
Q1 		$678K Hold
12,184
– – 0.1% 171
2016
Q4 		$671K Hold
12,184
– – 0.1% 163
2016
Q3 		$540K Sell
12,184
-4,856
-28% -$232K 0.08% 167
2016
Q2 		$807K Sell
17,040
-11,009
-39% -$537K 0.12% 138
2016
Q1 		$1.36M Buy
28,049
+648
+2% +$31.7K 0.19% 100
2015
Q4 		$1.49M Sell
27,401
-3,227
-11% -$175K 0.21% 94
2015
Q3 		$1.57M Sell
30,628
-1,387
-4% -$76.3K 0.24% 87
2015
Q2 		$1.8M Sell
32,015
-776
-2% -$43.3K 0.24% 84
2015
Q1 		$1.78M Sell
32,791
-16,488
-33% -$891K 0.25% 88
2014
Q4 		$2.7M Sell
49,279
-2,301
-4% -$122K 0.37% 87
2014
Q3 		$2.67M Buy
51,580
+2,605
+5% +$134K 0.39% 86
2014
Q2 		$2.57M Hold
48,975
– – 0.36% 87
2014
Q1 		$2.44M Buy
48,975
+34,300
+234% +$1.6M 0.35% 87
2013
Q4 		$666K Sell
14,675
-1,183
-7% -$51.1K 0.1% 144
2013
Q3 		$655K Sell
15,858
-126,121
-89% -$5.38M 0.1% 135
2013
Q2 		$5.86M Buy
+141,979
New +$5.53M 0.94% 31

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Thomas White International's WFC Position: Q3 2017 in Review

Thomas White International sold out of Wells Fargo (WFC) in Q3 2017, closing a stake of 12,184 shares — an estimated $675K sold.

Thomas White International first reported a position in WFC in Q2 2013 and held it in 17 quarters. The position peaked at $5.86M in Q2 2013. 1,865 funds tracked by Wall St. Rank hold WFC as of Q3 2017.

  • Thomas White International reported no remaining Wells Fargo position as of Q3 2017 after selling out during the quarter.
  • Thomas White International sold 12,184 Wells Fargo shares in Q3 2017, an estimated $675K.
  • Thomas White International first reported a position in Wells Fargo in Q2 2013 and held it in 17 quarters.
  • Thomas White International's Wells Fargo position peaked at $5.86M in Q2 2013.
  • 1,865 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2017.

Based on Thomas White International's 13F filing for Q3 2017, filed 13 Nov 2017.