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TMD & Associates’s Wells Fargo WFC Stock Holding History

TMD & Associates’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
2019
Q2 		$213K Buy
+4,503
New +$211K 0.15% 41
2018
Q4 		– Sell
-3,903
Closed -$205K – 48
2018
Q3 		$205K Buy
+3,903
New +$223K 0.15% 37

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

TMD & Associates's WFC Position: Q2 2019 in Review

TMD & Associates opened a new position in Wells Fargo (WFC) in Q2 2019: 4,503 shares worth $213K. The stake represents 0.15% of the portfolio and ranks #41 among its holdings. This is a return to the name: TMD & Associates previously reported a position in WFC as recently as Q3 2018.

TMD & Associates first reported a position in WFC in Q3 2018 and has held it in 2 quarters since. 1,954 funds tracked by Wall St. Rank hold WFC as of Q2 2019.

  • TMD & Associates held 4,503 shares of Wells Fargo worth $213K as of Q2 2019.
  • Wells Fargo was a new TMD & Associates position in Q2 2019.
  • Wells Fargo made up 0.15% of TMD & Associates's portfolio in Q2 2019, its #41 holding.
  • TMD & Associates first reported a position in Wells Fargo in Q3 2018 and has held it in 2 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2019.

Based on TMD & Associates's 13F filing for Q2 2019, filed 9 Aug 2019.