Yorktown Management & Research Company’s Wells Fargo WFC Stock Holding History

Yorktown Management & Research 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
2018 Q3	–	Sell	-32,000	Closed	-$1.77M	–	376
2018 Q2	$1.77M	Hold	32,000	–	–	0.51%	45
2018 Q1	$1.68M	Hold	32,000	–	–	0.5%	47
2017 Q4	$1.94M	Sell	32,000 -5,000	-14%	-$282K	0.56%	38
2017 Q3	$2.04M	Hold	37,000	–	–	0.53%	32
2017 Q2	$2.05M	Buy	37,000 +10,000	+37%	+$536K	0.65%	26
2017 Q1	$1.5M	Hold	27,000	–	–	0.39%	51
2016 Q4	$1.49M	Buy	+27,000	New	+$1.36M	0.38%	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

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

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

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

Yorktown Management & Research Company's WFC Position: Q3 2018 in Review

Yorktown Management & Research Company sold out of Wells Fargo (WFC) in Q3 2018, closing a stake of 32,000 shares — an estimated $1.77M sold.

Yorktown Management & Research Company first reported a position in WFC in Q4 2016 and held it in 7 quarters. The position peaked at $2.05M in Q2 2017. 1,973 funds tracked by Wall St. Rank hold WFC as of Q3 2018.

Yorktown Management & Research Company reported no remaining Wells Fargo position as of Q3 2018 after selling out during the quarter.
Yorktown Management & Research Company sold 32,000 Wells Fargo shares in Q3 2018, an estimated $1.77M.
Yorktown Management & Research Company first reported a position in Wells Fargo in Q4 2016 and held it in 7 quarters.
Yorktown Management & Research Company's Wells Fargo position peaked at $2.05M in Q2 2017.
1,973 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2018.

Based on Yorktown Management & Research Company's 13F filing for Q3 2018, filed 8 Nov 2018.