Weatherstone Capital Management’s Wells Fargo WFC Stock Holding History

Weatherstone Capital 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
2019 Q1	$256K	Sell	5,300 -3,766	-42%	-$185K	0.27%	68
2018 Q4	$444K	Buy	9,066 +3,916	+76%	+$201K	0.11%	107
2018 Q3	$271K	Buy	5,150 +355	+7%	+$20.3K	0.21%	73
2018 Q2	$266K	Sell	4,795 -243	-5%	-$13K	0.21%	58
2018 Q1	$264K	Buy	5,038 +546	+12%	+$32.4K	0.2%	65
2017 Q4	$273K	Buy	4,492 +492	+12%	+$27.8K	0.18%	73
2017 Q3	$221K	Sell	4,000 -157	-4%	-$8.35K	0.15%	80
2017 Q2	$230K	Buy	+4,157	New	+$223K	0.15%	82

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

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

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

Weatherstone Capital Management's WFC Position: Q1 2019 in Review

Weatherstone Capital Management reduced its Wells Fargo (WFC) stake by 42% in Q1 2019, selling an estimated $185K and leaving 5,300 shares worth $256K. The position accounts for 0.27% of the portfolio, ranked #68.

Weatherstone Capital Management first reported a position in WFC in Q2 2017 and has held it in 8 quarters since. The position peaked at $444K in Q4 2018. 2,015 funds tracked by Wall St. Rank hold WFC as of Q1 2019.

Weatherstone Capital Management held 5,300 shares of Wells Fargo worth $256K as of Q1 2019.
Weatherstone Capital Management sold 3,766 Wells Fargo shares in Q1 2019, an estimated $185K.
Wells Fargo made up 0.27% of Weatherstone Capital Management's portfolio in Q1 2019, its #68 holding.
Weatherstone Capital Management first reported a position in Wells Fargo in Q2 2017 and has held it in 8 quarters since.
Weatherstone Capital Management's Wells Fargo position peaked at $444K in Q4 2018.
2,015 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2019.

Based on Weatherstone Capital Management's 13F filing for Q1 2019, filed 16 Apr 2019.