Wellesley Investment Partners’s Wells Fargo WFC Stock Holding History

Wellesley Investment Partners’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 Q2	–	Sell	-7,353	Closed	-$355K	–	126
2019 Q1	$355K	Buy	7,353 +202	+3%	+$9.94K	0.12%	84
2018 Q4	$329K	Sell	7,151 -122	-2%	-$6.25K	0.12%	88
2018 Q3	$382K	Hold	7,273	–	–	0.12%	87
2018 Q2	$403K	Buy	7,273 +64	+0.9%	+$3.43K	0.14%	84
2018 Q1	$377K	Buy	7,209 +850	+13%	+$50.5K	0.14%	85
2017 Q4	$385K	Hold	6,359	–	–	0.15%	84
2017 Q3	$350K	Sell	6,359 -554	-8%	-$29.4K	0.14%	85
2017 Q2	$383K	Hold	6,913	–	–	0.16%	83
2017 Q1	$384K	Hold	6,913	–	–	0.17%	80
2016 Q4	$380K	Buy	6,913 +1,535	+29%	+$77.2K	0.18%	76
2016 Q3	$238K	Buy	5,378 +120	+2%	+$5.74K	0.12%	89
2016 Q2	$248K	Buy	5,258 +251	+5%	+$12.2K	0.13%	85
2016 Q1	$242K	Hold	5,007	–	–	0.15%	87
2015 Q4	$272K	Buy	+5,007	New	+$272K	0.19%	74

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Wellesley Investment Partners's WFC Position: Q2 2019 in Review

Wellesley Investment Partners sold out of Wells Fargo (WFC) in Q2 2019, closing a stake of 7,353 shares — an estimated $355K sold.

Wellesley Investment Partners first reported a position in WFC in Q4 2015 and held it in 14 quarters. The position peaked at $403K in Q2 2018. 1,954 funds tracked by Wall St. Rank hold WFC as of Q2 2019.

Wellesley Investment Partners reported no remaining Wells Fargo position as of Q2 2019 after selling out during the quarter.
Wellesley Investment Partners sold 7,353 Wells Fargo shares in Q2 2019, an estimated $355K.
Wellesley Investment Partners first reported a position in Wells Fargo in Q4 2015 and held it in 14 quarters.
Wellesley Investment Partners's Wells Fargo position peaked at $403K in Q2 2018.
1,954 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2019.

Based on Wellesley Investment Partners's 13F filing for Q2 2019, filed 5 Aug 2019.