Whitegate Investment Counselors’s Wells Fargo WFC Stock Holding History

Whitegate Investment Counselors’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 Q2	–	Sell	-27,340	Closed	-$1.43M	–	201
2018 Q1	$1.43M	Sell	27,340 -2,500	-8%	-$149K	0.31%	89
2017 Q4	$1.81M	Sell	29,840 -1,190	-4%	-$67.2K	0.38%	80
2017 Q3	$1.71M	Sell	31,030 -18,935	-38%	-$1.01M	0.38%	80
2017 Q2	$2.77M	Sell	49,965 -1,700	-3%	-$91.1K	0.63%	58
2017 Q1	$2.88M	Sell	51,665 -3,585	-6%	-$203K	0.69%	52
2016 Q4	$3.04M	Sell	55,250 -2,090	-4%	-$105K	0.81%	42
2016 Q3	$2.54M	Buy	57,340 +1,500	+3%	+$71.8K	0.69%	50
2016 Q2	$2.64M	Buy	+55,840	New	+$2.72M	0.73%	44
2014 Q1	$2.55M	Buy	+52,790	New	+$2.46M	0.7%	47

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Whitegate Investment Counselors's WFC Position: Q2 2018 in Review

Whitegate Investment Counselors sold out of Wells Fargo (WFC) in Q2 2018, closing a stake of 27,340 shares — an estimated $1.43M sold.

Whitegate Investment Counselors first reported a position in WFC in Q1 2014 and held it in 9 quarters. The position peaked at $3.04M in Q4 2016. 1,978 funds tracked by Wall St. Rank hold WFC as of Q2 2018.

Whitegate Investment Counselors reported no remaining Wells Fargo position as of Q2 2018 after selling out during the quarter.
Whitegate Investment Counselors sold 27,340 Wells Fargo shares in Q2 2018, an estimated $1.43M.
Whitegate Investment Counselors first reported a position in Wells Fargo in Q1 2014 and held it in 9 quarters.
Whitegate Investment Counselors's Wells Fargo position peaked at $3.04M in Q4 2016.
1,978 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2018.

Based on Whitegate Investment Counselors's 13F filing for Q2 2018, filed 30 Jul 2018.