Vector Wealth Management’s Wells Fargo WFC Stock Holding History

Vector Wealth Management’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
2016 Q4	$1.02M	Sell	18,564 -181	-1%	-$9.1K	0.72%	22
2016 Q3	$830K	Sell	18,745 -64	-0.3%	-$3.06K	0.57%	24
2016 Q2	$890K	Sell	18,809 -359	-2%	-$17.5K	0.61%	24
2016 Q1	$927K	Sell	19,168 -20	-0.1%	-$979	0.69%	21
2015 Q4	$1.04M	Buy	19,188 +190	+1%	+$10.3K	0.81%	20
2015 Q3	$1.05M	Sell	18,998 -425	-2%	-$23.4K	0.82%	21
2015 Q2	$1.09M	Buy	19,423 +707	+4%	+$39.4K	0.86%	15
2015 Q1	$1.02M	Buy	18,716 +343	+2%	+$18.5K	0.83%	13
2014 Q4	$1.01M	Sell	18,373 -1,517	-8%	-$80.3K	0.76%	11
2014 Q3	$1.03M	Buy	19,890 +2,191	+12%	+$113K	0.76%	12
2014 Q2	$930K	Sell	17,699 -963	-5%	-$48.4K	0.68%	13
2014 Q1	$928K	Sell	18,662 -24,571	-57%	-$1.14M	0.67%	12
2013 Q4	$1.96M	Sell	43,233 -2,348	-5%	-$101K	1.39%	10
2013 Q3	$1.88M	Sell	45,581 -1,554	-3%	-$66.3K	1.37%	10
2013 Q2	$1.95M	Buy	+47,135	New	+$1.84M	1.43%	11

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vector Wealth Management's WFC Position: Q4 2016 in Review

Vector Wealth Management reduced its Wells Fargo (WFC) stake by 0.97% in Q4 2016, selling an estimated $9.1K and leaving 18,564 shares worth $1.02M. The position accounts for 0.72% of the portfolio, ranked #22.

Vector Wealth Management first reported a position in WFC in Q2 2013 and has held it in 15 quarters since. The position peaked at $1.96M in Q4 2013. 1,945 funds tracked by Wall St. Rank hold WFC as of Q4 2016.

Vector Wealth Management held 18,564 shares of Wells Fargo worth $1.02M as of Q4 2016.
Vector Wealth Management sold 181 Wells Fargo shares in Q4 2016, an estimated $9.1K.
Wells Fargo made up 0.72% of Vector Wealth Management's portfolio in Q4 2016, its #22 holding.
Vector Wealth Management first reported a position in Wells Fargo in Q2 2013 and has held it in 15 quarters since.
Vector Wealth Management's Wells Fargo position peaked at $1.96M in Q4 2013.
1,945 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2016.

Based on Vector Wealth Management's 13F filing for Q4 2016, filed 7 Feb 2017.