White Pine Investment Company’s Wells Fargo WFC Stock Holding History

White Pine Investment Company’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
2020 Q1	–	Sell	-5,321	Closed	-$286K	–	66
2019 Q4	$286K	Sell	5,321 -100	-2%	-$5.24K	0.12%	55
2019 Q3	$273K	Buy	5,421 +164	+3%	+$7.73K	0.12%	52
2019 Q2	$249K	Hold	5,257	–	–	0.12%	53
2019 Q1	$254K	Buy	+5,257	New	+$259K	0.13%	49
2018 Q4	–	Sell	-4,257	Closed	-$224K	–	55
2018 Q3	$224K	Hold	4,257	–	–	0.11%	51
2018 Q2	$236K	Sell	4,257 -1,060	-20%	-$56.8K	0.12%	48
2018 Q1	$279K	Sell	5,317 -151	-3%	-$8.97K	0.14%	49
2017 Q4	$332K	Hold	5,468	–	–	0.16%	49
2017 Q3	$302K	Hold	5,468	–	–	0.16%	52
2017 Q2	$303K	Buy	5,468 +1,060	+24%	+$56.8K	0.16%	53
2017 Q1	$245K	Sell	4,408 -300	-6%	-$17K	0.13%	52
2016 Q4	$259K	Hold	4,708	–	–	0.14%	53
2016 Q3	$208K	Hold	4,708	–	–	0.12%	55
2016 Q2	$223K	Buy	4,708 +151	+3%	+$7.36K	0.13%	54
2016 Q1	$220K	Hold	4,557	–	–	0.13%	56
2015 Q4	$248K	Hold	4,557	–	–	0.15%	55
2015 Q3	$234K	Sell	4,557 -556	-11%	-$30.6K	0.15%	55
2015 Q2	$288K	Hold	5,113	–	–	0.17%	51
2015 Q1	$278K	Hold	5,113	–	–	0.16%	53
2014 Q4	$280K	Hold	5,113	–	–	0.16%	50
2014 Q3	$265K	Sell	5,113 -1,500	-23%	-$77.2K	0.16%	47
2014 Q2	$348K	Sell	6,613 -160	-2%	-$8.04K	0.21%	46
2014 Q1	$337K	Hold	6,773	–	–	0.22%	47
2013 Q4	$307K	Hold	6,773	–	–	0.21%	48
2013 Q3	$279K	Hold	6,773	–	–	0.21%	47
2013 Q2	$279K	Buy	+6,773	New	+$264K	0.22%	45

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

White Pine Investment Company's WFC Position: Q1 2020 in Review

White Pine Investment Company sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 5,321 shares — an estimated $286K sold.

White Pine Investment Company first reported a position in WFC in Q2 2013 and held it in 26 quarters. The position peaked at $348K in Q2 2014. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

White Pine Investment Company reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
White Pine Investment Company sold 5,321 Wells Fargo shares in Q1 2020, an estimated $286K.
White Pine Investment Company first reported a position in Wells Fargo in Q2 2013 and held it in 26 quarters.
White Pine Investment Company's Wells Fargo position peaked at $348K in Q2 2014.
1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on White Pine Investment Company's 13F filing for Q1 2020, filed 23 Apr 2020.