TLP Group’s Wells Fargo WFC Stock Holding History

TLP Group’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
2018 Q3	–	Sell	-699	Closed	-$39K	–	563
2018 Q2	$39K	Buy	+699	New	+$37.4K	0.06%	189
2017 Q4	–	Sell	-124	Closed	-$7K	–	742
2017 Q3	$7K	Buy	+124	New	+$6.59K	﹤0.01%	408
2017 Q1	–	Sell	-444	Closed	-$24K	–	445
2016 Q4	$24K	Buy	+444	New	+$22.3K	0.02%	219
2016 Q2	–	Sell	-12,800	Closed	-$619K	–	423
2016 Q1	$619K	Buy	12,800 +7,576	+145%	+$371K	0.38%	118
2015 Q4	$284K	Buy	+5,224	New	+$284K	0.23%	175

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

TLP Group's WFC Position: Q3 2018 in Review

TLP Group sold out of Wells Fargo (WFC) in Q3 2018, closing a stake of 699 shares — an estimated $39K sold.

TLP Group first reported a position in WFC in Q4 2015 and held it in 5 quarters. The position peaked at $619K in Q1 2016. 1,973 funds tracked by Wall St. Rank hold WFC as of Q3 2018.

TLP Group reported no remaining Wells Fargo position as of Q3 2018 after selling out during the quarter.
TLP Group sold 699 Wells Fargo shares in Q3 2018, an estimated $39K.
TLP Group first reported a position in Wells Fargo in Q4 2015 and held it in 5 quarters.
TLP Group's Wells Fargo position peaked at $619K in Q1 2016.
1,973 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2018.

Based on TLP Group's 13F filing for Q3 2018, filed 14 Nov 2018.