WIM
WFC.WS

Wittenberg Investment Management’s Wells Fargo & Company Ws WFC.WS Stock Holding History

Wittenberg Investment Management’s Portfolio WFC.WS Stock Details WFC.WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-554,585
Closed -$10.7M – 86
2018
Q3 		$10.7M Buy
554,585
+3,780
+0.7% +$89.9K 4.38% 4
2018
Q2 		$12.1M Sell
550,805
-10,500
-2% -$214K 5.12% 3
2018
Q1 		$10.8M Sell
561,305
-20,400
-4% -$536K 4.64% 3
2017
Q4 		$16M Sell
581,705
-56,630
-9% -$1.3M 6.96% 3
2017
Q3 		$13.8M Hold
638,335
– – 5.92% 4
2017
Q2 		$14.2M Hold
638,335
– – 6.44% 3
2017
Q1 		$14.2M Sell
638,335
-43,200
-6% -$1M 6.83% 3
2016
Q4 		$14.5M Buy
+681,535
New +$11.9M 6.61% 3

Wittenberg Investment Management's WFC.WS Position: Q4 2018 in Review

Wittenberg Investment Management sold out of Wells Fargo & Company Ws (WFC.WS) in Q4 2018, closing a stake of 554,585 shares — an estimated $10.7M sold.

Wittenberg Investment Management first reported a position in WFC.WS in Q4 2016 and held it in 8 quarters. The position peaked at $16M in Q4 2017. 0 funds tracked by Wall St. Rank hold WFC.WS as of Q4 2018.

  • Wittenberg Investment Management reported no remaining Wells Fargo & Company Ws position as of Q4 2018 after selling out during the quarter.
  • Wittenberg Investment Management sold 554,585 Wells Fargo & Company Ws shares in Q4 2018, an estimated $10.7M.
  • Wittenberg Investment Management first reported a position in Wells Fargo & Company Ws in Q4 2016 and held it in 8 quarters.
  • Wittenberg Investment Management's Wells Fargo & Company Ws position peaked at $16M in Q4 2017.
  • 0 funds tracked by Wall St. Rank held Wells Fargo & Company Ws as of Q4 2018.

Based on Wittenberg Investment Management's 13F filing for Q4 2018, filed 12 Feb 2019.