UCFA
WFC.WS

United Capital Financial Advisors’s Wells Fargo & Company Ws WFC.WS Stock Holding History

United Capital Financial Advisors’s Portfolio WFC.WS Stock Details WFC.WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-58,150
Closed -$1.61M – 1393
2017
Q4 		$1.61M Sell
58,150
-27,637
-32% -$636K 0.01% 656
2017
Q3 		$1.85M Sell
85,787
-12,834
-13% -$253K 0.02% 599
2017
Q2 		$2.19M Sell
98,621
-78,292
-44% -$1.58M 0.02% 544
2017
Q1 		$3.93M Sell
176,913
-330,024
-65% -$7.64M 0.04% 419
2016
Q4 		$10.8M Sell
506,937
-307,073
-38% -$5.35M 0.11% 234
2016
Q3 		$10.2M Buy
814,010
+78,649
+11% +$1.14M 0.1% 251
2016
Q2 		$10.3M Sell
735,361
-21,999
-3% -$337K 0.1% 222
2016
Q1 		$11.9M Sell
757,360
-7,065
-0.9% -$114K 0.13% 164
2015
Q4 		$15.7M Sell
764,425
-4,357
-0.6% -$89.8K 0.18% 120
2015
Q3 		$13.9M Buy
768,782
+7,328
+1% +$156K 0.17% 126
2015
Q2 		$17.1M Buy
761,454
+10,200
+1% +$223K 0.2% 117
2015
Q1 		$15.9M Buy
751,254
+6,290
+0.8% +$129K 0.19% 121
2014
Q4 		$15.9M Buy
744,964
+118,950
+19% +$2.45M 0.24% 103
2014
Q3 		$13.1M Buy
626,014
+1,978
+0.3% +$39.7K 0.23% 114
2014
Q2 		$13.5M Sell
624,036
-5,000
-0.8% -$96.8K 0.25% 103
2014
Q1 		$11.7M Sell
629,036
-12,309
-2% -$209K 0.25% 93
2013
Q4 		$10.2M Buy
+641,345
New +$9.75M 0.35% 81
2013
Q3 		– Sell
-619,895
Closed -$8.47M – 770
2013
Q2 		$8.47M Buy
+619,895
New +$7.95M 0.23% 120

Other funds holding WFC.WS

TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
CAM
Chou Associates Management Toronto, Ontario, Canada $210M AUM 15.42% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
WIM
Wittenberg Investment Management Carlisle, Massachusetts $269M AUM 28.17% 1-Year Est. Return
GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
PCM
Punch Card Management Winter Park, Florida $271M AUM 11.49% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
ACM
Aquamarine Capital Management New York $170M AUM 15.49% 1-Year Est. Return

United Capital Financial Advisors's WFC.WS Position: Q1 2018 in Review

United Capital Financial Advisors sold out of Wells Fargo & Company Ws (WFC.WS) in Q1 2018, closing a stake of 58,150 shares — an estimated $1.61M sold.

United Capital Financial Advisors first reported a position in WFC.WS in Q2 2013 and held it in 18 quarters. The position peaked at $17.1M in Q2 2015. 32 funds tracked by Wall St. Rank hold WFC.WS as of Q1 2018.

  • United Capital Financial Advisors reported no remaining Wells Fargo & Company Ws position as of Q1 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 58,150 Wells Fargo & Company Ws shares in Q1 2018, an estimated $1.61M.
  • United Capital Financial Advisors first reported a position in Wells Fargo & Company Ws in Q2 2013 and held it in 18 quarters.
  • United Capital Financial Advisors's Wells Fargo & Company Ws position peaked at $17.1M in Q2 2015.
  • 32 funds tracked by Wall St. Rank held Wells Fargo & Company Ws as of Q1 2018.

Based on United Capital Financial Advisors's 13F filing for Q1 2018, filed 15 May 2018.