Tillar-Wenstrup Advisors’s Wells Fargo WFC Stock Holding History

Tillar-Wenstrup 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
2016 Q4	–	Sell	-27,211	Closed	-$1.21M	–	55
2016 Q3	$1.21M	Buy	27,211 +145	+0.5%	+$6.94K	1.1%	48
2016 Q2	$1.28M	Buy	+27,066	New	+$1.32M	1.27%	43

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

Tillar-Wenstrup Advisors's WFC Position: Q4 2016 in Review

Tillar-Wenstrup Advisors sold out of Wells Fargo (WFC) in Q4 2016, closing a stake of 27,211 shares — an estimated $1.21M sold.

Tillar-Wenstrup Advisors first reported a position in WFC in Q2 2016 and held it in 2 quarters. The position peaked at $1.28M in Q2 2016. 1,945 funds tracked by Wall St. Rank hold WFC as of Q4 2016.

Tillar-Wenstrup Advisors reported no remaining Wells Fargo position as of Q4 2016 after selling out during the quarter.
Tillar-Wenstrup Advisors sold 27,211 Wells Fargo shares in Q4 2016, an estimated $1.21M.
Tillar-Wenstrup Advisors first reported a position in Wells Fargo in Q2 2016 and held it in 2 quarters.
Tillar-Wenstrup Advisors's Wells Fargo position peaked at $1.28M in Q2 2016.
1,945 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2016.

Based on Tillar-Wenstrup Advisors's 13F filing for Q4 2016, filed 27 Jan 2017.