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Ada Investment Management’s Wells Fargo WFC Stock Holding History

Ada 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
2015
Q4 		– Sell
-8,117
Closed -$419K – 541
2015
Q3 		$419K Buy
+8,117
New +$446K 0.21% 158

Other funds holding WFC

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ada Investment Management's WFC Position: Q4 2015 in Review

Ada Investment Management sold out of Wells Fargo (WFC) in Q4 2015, closing a stake of 8,117 shares — an estimated $419K sold.

Ada Investment Management first reported a position in WFC in Q3 2015 and held it in 1 quarter. The position peaked at $419K in Q3 2015. 1,898 funds tracked by Wall St. Rank hold WFC as of Q4 2015.

  • Ada Investment Management reported no remaining Wells Fargo position as of Q4 2015 after selling out during the quarter.
  • Ada Investment Management sold 8,117 Wells Fargo shares in Q4 2015, an estimated $419K.
  • Ada Investment Management first reported a position in Wells Fargo in Q3 2015 and held it in 1 quarter.
  • Ada Investment Management's Wells Fargo position peaked at $419K in Q3 2015.
  • 1,898 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2015.

Based on Ada Investment Management's 13F filing for Q4 2015, filed 19 Feb 2016.