AIM
WFC icon

abrdn Investment Management’s Wells Fargo WFC Stock Holding History

abrdn Investment Management’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 		$906M Sell
16,352,284
-1,496,545
-8% -$80.2M 3.07% 2
2017
Q1 		$993M Buy
17,848,829
+2,177,461
+14% +$124M 3.28% 1
2016
Q4 		$864M Buy
15,671,368
+6,384,311
+69% +$321M 3% 1
2016
Q3 		$411M Buy
9,287,057
+925,258
+11% +$44.3M 1.69% 12
2016
Q2 		$396M Buy
8,361,799
+78,511
+0.9% +$3.83M 1.79% 12
2016
Q1 		$401M Sell
8,283,288
-2,844,834
-26% -$139M 1.83% 12
2015
Q4 		$605M Sell
11,128,122
-26,634
-0.2% -$1.45M 2.56% 2
2015
Q3 		$572M Buy
11,154,756
+4,268,415
+62% +$235M 2.46% 3
2015
Q2 		$387M Sell
6,886,341
-145,500
-2% -$8.11M 1.64% 16
2015
Q1 		$383M Sell
7,031,841
-341,967
-5% -$18.5M 1.57% 23
2014
Q4 		$404M Sell
7,373,808
-899,523
-11% -$47.6M 1.59% 18
2014
Q3 		$429M Buy
8,273,331
+1,349,353
+19% +$69.4M 1.63% 11
2014
Q2 		$364M Buy
6,923,978
+2,471,993
+56% +$124M 1.62% 9
2014
Q1 		$221M Buy
4,451,985
+271,204
+6% +$12.6M 1.06% 36
2013
Q4 		$190M Sell
4,180,781
-2,100,826
-33% -$90.7M 1% 35
2013
Q3 		$260M Sell
6,281,607
-201,711
-3% -$8.61M 1.5% 13
2013
Q2 		$268M Buy
+6,483,318
New +$253M 1.69% 8

Other funds holding WFC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

abrdn Investment Management's WFC Position: Q2 2017 in Review

abrdn Investment Management reduced its Wells Fargo (WFC) stake by 8.4% in Q2 2017, selling an estimated $80.2M and leaving 16,352,284 shares worth $906M. The position accounts for 3.07% of the portfolio, ranked #2.

abrdn Investment Management first reported a position in WFC in Q2 2013 and has held it in 17 quarters since. The position peaked at $993M in Q1 2017. 1,913 funds tracked by Wall St. Rank hold WFC as of Q2 2017.

  • abrdn Investment Management held 16,352,284 shares of Wells Fargo worth $906M as of Q2 2017.
  • abrdn Investment Management sold 1,496,545 Wells Fargo shares in Q2 2017, an estimated $80.2M.
  • Wells Fargo made up 3.07% of abrdn Investment Management's portfolio in Q2 2017, its #2 holding.
  • abrdn Investment Management first reported a position in Wells Fargo in Q2 2013 and has held it in 17 quarters since.
  • abrdn Investment Management's Wells Fargo position peaked at $993M in Q1 2017.
  • 1,913 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2017.

Based on abrdn Investment Management's 13F filing for Q2 2017, filed 10 Aug 2017.