Wealthfront’s Wells Fargo WFC Stock Holding History

Wealthfront’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	$5.89M	Sell	112,150 -11,997	-10%	-$685K	0.06%	53
2018 Q2	$6.88M	Buy	124,147 +23,854	+24%	+$1.28M	0.07%	47
2018 Q1	$5.26M	Sell	100,293 -11,504	-10%	-$683K	0.05%	58
2017 Q4	$6.78M	Buy	111,797 +15,205	+16%	+$859K	0.08%	43
2017 Q3	$5.33M	Buy	96,592 +24,541	+34%	+$1.3M	0.07%	51
2017 Q2	$3.99M	Buy	72,051 +11,693	+19%	+$626K	0.06%	55
2017 Q1	$3.36M	Buy	60,358 +16,019	+36%	+$909K	0.06%	61
2016 Q4	$2.44M	Buy	44,339 +25,783	+139%	+$1.3M	0.05%	62
2016 Q3	$822K	Sell	18,556 -10,401	-36%	-$498K	0.02%	123
2016 Q2	$1.37M	Sell	28,957 -12,078	-29%	-$589K	0.04%	80
2016 Q1	$1.98M	Sell	41,035 -23,072	-36%	-$1.13M	0.06%	58
2015 Q4	$3.48M	Buy	64,107 +5,673	+10%	+$308K	0.13%	33
2015 Q3	$3M	Buy	58,434 +2,024	+4%	+$111K	0.12%	35
2015 Q2	$3.17M	Buy	56,410 +15,670	+38%	+$874K	0.13%	25
2015 Q1	$2.22M	Buy	40,740 +5,437	+15%	+$294K	0.11%	23
2014 Q4	$1.94M	Buy	35,303 +6,545	+23%	+$346K	0.11%	26
2014 Q3	$1.49M	Buy	28,758 +4,513	+19%	+$232K	0.1%	28
2014 Q2	$1.28M	Buy	24,245 +9,103	+60%	+$458K	0.11%	19
2014 Q1	$754K	Buy	+15,142	New	+$705K	0.09%	19

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Wealthfront's WFC Position: Q3 2018 in Review

Wealthfront reduced its Wells Fargo (WFC) stake by 9.7% in Q3 2018, selling an estimated $685K and leaving 112,150 shares worth $5.89M. The position accounts for 0.06% of the portfolio, ranked #53.

Wealthfront first reported a position in WFC in Q1 2014 and has held it in 19 quarters since. The position peaked at $6.88M in Q2 2018. 1,974 funds tracked by Wall St. Rank hold WFC as of Q3 2018.

Wealthfront held 112,150 shares of Wells Fargo worth $5.89M as of Q3 2018.
Wealthfront sold 11,997 Wells Fargo shares in Q3 2018, an estimated $685K.
Wells Fargo made up 0.06% of Wealthfront's portfolio in Q3 2018, its #53 holding.
Wealthfront first reported a position in Wells Fargo in Q1 2014 and has held it in 19 quarters since.
Wealthfront's Wells Fargo position peaked at $6.88M in Q2 2018.
1,974 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.