West Coast Financial’s Wells Fargo WFC Stock Holding History

West Coast Financial’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 Q4	–	Sell	-24,696	Closed	-$1.3M	–	138
2018 Q3	$1.3M	Buy	+24,696	New	+$1.41M	0.3%	64
2017 Q4	–	Sell	-25,596	Closed	-$1.41M	–	137
2017 Q3	$1.41M	Buy	+25,596	New	+$1.36M	0.38%	57
2017 Q1	–	Sell	-3,640	Closed	-$201K	–	126
2016 Q4	$201K	Buy	+3,640	New	+$183K	0.06%	126
2016 Q3	–	Sell	-4,855	Closed	-$230K	–	147
2016 Q2	$230K	Sell	4,855 -2,745	-36%	-$134K	0.08%	100
2016 Q1	$368K	Sell	7,600 -5,300	-41%	-$260K	0.15%	70
2015 Q4	$701K	Sell	12,900 -590	-4%	-$32K	0.29%	65
2015 Q3	$693K	Hold	13,490	–	–	0.31%	60
2015 Q2	$759K	Hold	13,490	–	–	0.33%	60
2015 Q1	$734K	Sell	13,490 -65	-0.5%	-$3.51K	0.34%	61
2014 Q4	$743K	Hold	13,555	–	–	0.38%	59
2014 Q3	$703K	Buy	13,555 +65	+0.5%	+$3.34K	0.4%	60
2014 Q2	$709K	Sell	13,490 -148	-1%	-$7.44K	0.37%	61
2014 Q1	$678K	Sell	13,638 -852	-6%	-$39.7K	0.34%	67
2013 Q4	$658K	Hold	14,490	–	–	0.34%	69
2013 Q3	$599K	Hold	14,490	–	–	0.33%	70
2013 Q2	$598K	Buy	+14,490	New	+$565K	0.33%	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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

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

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

West Coast Financial's WFC Position: Q4 2018 in Review

West Coast Financial sold out of Wells Fargo (WFC) in Q4 2018, closing a stake of 24,696 shares — an estimated $1.3M sold.

West Coast Financial first reported a position in WFC in Q2 2013 and held it in 16 quarters. The position peaked at $1.41M in Q3 2017. 2,006 funds tracked by Wall St. Rank hold WFC as of Q4 2018.

West Coast Financial reported no remaining Wells Fargo position as of Q4 2018 after selling out during the quarter.
West Coast Financial sold 24,696 Wells Fargo shares in Q4 2018, an estimated $1.3M.
West Coast Financial first reported a position in Wells Fargo in Q2 2013 and held it in 16 quarters.
West Coast Financial's Wells Fargo position peaked at $1.41M in Q3 2017.
2,006 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2018.

Based on West Coast Financial's 13F filing for Q4 2018, filed 29 Jan 2019.