W.H. Reaves & Co’s Wells Fargo WFC Stock Holding History

W.H. Reaves & Co’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
2020 Q3	–	Sell	-9,030	Closed	-$231K	–	59
2020 Q2	$231K	Hold	9,030	–	–	0.01%	56
2020 Q1	$259K	Hold	9,030	–	–	0.01%	57
2019 Q4	$486K	Hold	9,030	–	–	0.02%	67
2019 Q3	$455K	Hold	9,030	–	–	0.01%	66
2019 Q2	$427K	Hold	9,030	–	–	0.01%	69
2019 Q1	$436K	Buy	9,030 +30	+0.3%	+$1.48K	0.01%	75
2018 Q4	$415K	Hold	9,000	–	–	0.02%	77
2018 Q3	$473K	Hold	9,000	–	–	0.02%	75
2018 Q2	$499K	Hold	9,000	–	–	0.02%	79
2018 Q1	$472K	Hold	9,000	–	–	0.02%	76
2017 Q4	$546K	Hold	9,000	–	–	0.02%	76
2017 Q3	$496K	Hold	9,000	–	–	0.02%	73
2017 Q2	$499K	Hold	9,000	–	–	0.02%	72
2017 Q1	$501K	Hold	9,000	–	–	0.02%	73
2016 Q4	$496K	Hold	9,000	–	–	0.02%	80
2016 Q3	$399K	Hold	9,000	–	–	0.01%	82
2016 Q2	$426K	Hold	9,000	–	–	0.01%	86
2016 Q1	$435K	Hold	9,000	–	–	0.02%	89
2015 Q4	$489K	Hold	9,000	–	–	0.02%	87
2015 Q3	$462K	Hold	9,000	–	–	0.02%	93
2015 Q2	$506K	Hold	9,000	–	–	0.02%	102
2015 Q1	$490K	Hold	9,000	–	–	0.02%	104
2014 Q4	$493K	Hold	9,000	–	–	0.02%	103
2014 Q3	$467K	Hold	9,000	–	–	0.02%	98
2014 Q2	$473K	Hold	9,000	–	–	0.02%	99
2014 Q1	$448K	Hold	9,000	–	–	0.02%	94
2013 Q4	$409K	Sell	9,000 -119	-1%	-$5.14K	0.01%	101
2013 Q3	$377K	Hold	9,119	–	–	0.01%	102
2013 Q2	$376K	Buy	+9,119	New	+$355K	0.01%	100

Other funds holding WFC

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

W.H. Reaves & Co's WFC Position: Q3 2020 in Review

W.H. Reaves & Co sold out of Wells Fargo (WFC) in Q3 2020, closing a stake of 9,030 shares — an estimated $231K sold.

W.H. Reaves & Co first reported a position in WFC in Q2 2013 and held it in 29 quarters. The position peaked at $546K in Q4 2017. 1,616 funds tracked by Wall St. Rank hold WFC as of Q3 2020.

W.H. Reaves & Co reported no remaining Wells Fargo position as of Q3 2020 after selling out during the quarter.
W.H. Reaves & Co sold 9,030 Wells Fargo shares in Q3 2020, an estimated $231K.
W.H. Reaves & Co first reported a position in Wells Fargo in Q2 2013 and held it in 29 quarters.
W.H. Reaves & Co's Wells Fargo position peaked at $546K in Q4 2017.
1,616 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2020.

Based on W.H. Reaves & Co's 13F filing for Q3 2020, filed 4 Nov 2020.