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Vantage Investment Advisors’s Wells Fargo WFC Stock Holding History

Vantage Investment 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
2018
Q3 		$26K Buy
831
+331
+66% +$18.9K 0.01% 380
2018
Q2 		$28K Buy
500
+300
+150% +$16.1K 0.01% 360
2018
Q1 		$10K Sell
200
-70
-26% -$4.16K ﹤0.01% 564
2017
Q4 		$16K Buy
270
+170
+170% +$9.6K ﹤0.01% 490
2017
Q3 		$6K Sell
100
-80
-44% -$4.25K ﹤0.01% 644
2017
Q2 		$10K Buy
180
+59
+49% +$3.16K ﹤0.01% 548
2017
Q1 		$7K Sell
121
-195
-62% -$11.1K ﹤0.01% 596
2016
Q4 		$17K Buy
316
+37
+13% +$1.86K 0.01% 426
2016
Q3 		$12K Sell
279
-26,119
-99% -$1.25M 0.01% 463
2016
Q2 		$1.24M Buy
26,398
+8,110
+44% +$395K 0.52% 47
2016
Q1 		$877K Buy
18,288
+12,002
+191% +$588K 0.39% 57
2015
Q4 		$342K Hold
6,286
– – 0.17% 87
2015
Q3 		$323K Buy
6,286
+282
+5% +$15.5K 0.18% 87
2015
Q2 		$338K Sell
6,004
-3,688
-38% -$206K 0.19% 88
2015
Q1 		$527K Buy
9,692
+6,018
+164% +$325K 0.15% 93
2014
Q4 		$201K Sell
3,674
-1,776
-33% -$94K 0.11% 108
2014
Q3 		$283K Buy
5,450
+137
+3% +$7.05K 0.17% 85
2014
Q2 		$279K Hold
5,313
– – 0.17% 89
2014
Q1 		$264K Hold
5,313
– – 0.17% 83
2013
Q4 		$241K Buy
+5,313
New +$229K 0.16% 93

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vantage Investment Advisors's WFC Position: Q3 2018 in Review

Vantage Investment Advisors increased its Wells Fargo (WFC) stake by 66% in Q3 2018, buying an estimated $18.9K and bringing the position to 831 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #380.

Vantage Investment Advisors first reported a position in WFC in Q4 2013 and has held it in 20 quarters since. The position peaked at $1.24M in Q2 2016. 1,973 funds tracked by Wall St. Rank hold WFC as of Q3 2018.

  • Vantage Investment Advisors held 831 shares of Wells Fargo worth $26K as of Q3 2018.
  • Vantage Investment Advisors bought 331 Wells Fargo shares in Q3 2018, an estimated $18.9K.
  • Wells Fargo made up 0.01% of Vantage Investment Advisors's portfolio in Q3 2018, its #380 holding.
  • Vantage Investment Advisors first reported a position in Wells Fargo in Q4 2013 and has held it in 20 quarters since.
  • Vantage Investment Advisors's Wells Fargo position peaked at $1.24M in Q2 2016.
  • 1,973 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.