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Tirschwell & Loewy’s Wells Fargo WFC Stock Holding History

Tirschwell & Loewy’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
Q2 		– Sell
-28,750
Closed -$1.6M – 76
2017
Q1 		$1.6M Sell
28,750
-85,950
-75% -$4.88M 0.26% 53
2016
Q4 		$6.32M Sell
114,700
-64,600
-36% -$3.25M 1.13% 32
2016
Q3 		$7.94M Buy
179,300
+17,375
+11% +$831K 1.32% 32
2016
Q2 		$7.66M Buy
161,925
+87,000
+116% +$4.24M 1.34% 30
2016
Q1 		$3.62M Buy
+74,925
New +$3.67M 0.63% 39

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

Tirschwell & Loewy's WFC Position: Q2 2017 in Review

Tirschwell & Loewy sold out of Wells Fargo (WFC) in Q2 2017, closing a stake of 28,750 shares — an estimated $1.6M sold.

Tirschwell & Loewy first reported a position in WFC in Q1 2016 and held it in 5 quarters. The position peaked at $7.94M in Q3 2016. 1,913 funds tracked by Wall St. Rank hold WFC as of Q2 2017.

  • Tirschwell & Loewy reported no remaining Wells Fargo position as of Q2 2017 after selling out during the quarter.
  • Tirschwell & Loewy sold 28,750 Wells Fargo shares in Q2 2017, an estimated $1.6M.
  • Tirschwell & Loewy first reported a position in Wells Fargo in Q1 2016 and held it in 5 quarters.
  • Tirschwell & Loewy's Wells Fargo position peaked at $7.94M in Q3 2016.
  • 1,913 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2017.

Based on Tirschwell & Loewy's 13F filing for Q2 2017, filed 2 Aug 2017.