WFG Advisors’s Wells Fargo WFC Stock Holding History

WFG Advisors’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
2017 Q2	$2.25M	Sell	40,668 -4,566	-10%	-$245K	0.51%	42
2017 Q1	$2.52M	Buy	45,234 +2,126	+5%	+$121K	0.67%	31
2016 Q4	$2.38M	Buy	43,108 +9,672	+29%	+$486K	0.58%	29
2016 Q3	$1.48M	Buy	33,436 +4,783	+17%	+$229K	0.37%	70
2016 Q2	$1.36M	Buy	28,653 +13,499	+89%	+$658K	0.36%	69
2016 Q1	$733K	Sell	15,154 -1,924	-11%	-$94.2K	0.21%	115
2015 Q4	$928K	Buy	17,078 +56	+0.3%	+$3.04K	0.28%	86
2015 Q3	$874K	Sell	17,022 -917	-5%	-$50.4K	0.27%	84
2015 Q2	$1.01M	Buy	17,939 +4,729	+36%	+$264K	0.28%	78
2015 Q1	$719K	Sell	13,210 -5,442	-29%	-$294K	0.2%	117
2014 Q4	$1.02M	Sell	18,652 -757	-4%	-$40.1K	0.21%	105
2014 Q3	$1.01M	Sell	19,409 -789	-4%	-$40.6K	0.19%	122
2014 Q2	$1.06M	Buy	20,198 +1,608	+9%	+$80.8K	0.2%	117
2014 Q1	$925K	Sell	18,590 -22,417	-55%	-$1.04M	0.19%	130
2013 Q4	$1.86M	Sell	41,007 -2,478	-6%	-$107K	0.26%	91
2013 Q3	$1.8M	Sell	43,485 -1,860	-4%	-$79.4K	0.28%	79
2013 Q2	$1.87M	Buy	+45,345	New	+$1.77M	0.31%	70

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

WFG Advisors's WFC Position: Q2 2017 in Review

WFG Advisors reduced its Wells Fargo (WFC) stake by 10% in Q2 2017, selling an estimated $245K and leaving 40,668 shares worth $2.25M. The position accounts for 0.51% of the portfolio, ranked #42.

WFG Advisors first reported a position in WFC in Q2 2013 and has held it in 17 quarters since. The position peaked at $2.52M in Q1 2017. 1,913 funds tracked by Wall St. Rank hold WFC as of Q2 2017.

WFG Advisors held 40,668 shares of Wells Fargo worth $2.25M as of Q2 2017.
WFG Advisors sold 4,566 Wells Fargo shares in Q2 2017, an estimated $245K.
Wells Fargo made up 0.51% of WFG Advisors's portfolio in Q2 2017, its #42 holding.
WFG Advisors first reported a position in Wells Fargo in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's Wells Fargo position peaked at $2.52M in Q1 2017.
1,913 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.