AR
WFC.WS

Advisory Research’s Wells Fargo & Company Ws WFC.WS Stock Holding History

Advisory Research’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
2014
Q2 		– Sell
-3,000
Closed -$56K – 737
2014
Q1 		$56K Buy
+3,000
New +$51K ﹤0.01% 765

Other funds holding WFC.WS

CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
B
BloombergSen Toronto, Ontario, Canada $1.31B AUM 8.32% 1-Year Est. Return
FVP
Firefly Value Partners Newtown, Pennsylvania $59.9M AUM 5.97% 1-Year Est. Return
PCC
Punch Card Capital Winter Park, Florida $107M AUM 29.58% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
FCM
Fairholme Capital Management South Miami, Florida $1.51B AUM 28.27% 1-Year Est. Return
CAM
Chou Associates Management Toronto, Ontario, Canada $210M AUM 15.42% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Advisory Research's WFC.WS Position: Q2 2014 in Review

Advisory Research sold out of Wells Fargo & Company Ws (WFC.WS) in Q2 2014, closing a stake of 3,000 shares — an estimated $56K sold.

Advisory Research first reported a position in WFC.WS in Q1 2014 and held it in 1 quarter. The position peaked at $56K in Q1 2014. 43 funds tracked by Wall St. Rank hold WFC.WS as of Q2 2014.

  • Advisory Research reported no remaining Wells Fargo & Company Ws position as of Q2 2014 after selling out during the quarter.
  • Advisory Research sold 3,000 Wells Fargo & Company Ws shares in Q2 2014, an estimated $56K.
  • Advisory Research first reported a position in Wells Fargo & Company Ws in Q1 2014 and held it in 1 quarter.
  • Advisory Research's Wells Fargo & Company Ws position peaked at $56K in Q1 2014.
  • 43 funds tracked by Wall St. Rank held Wells Fargo & Company Ws as of Q2 2014.

Based on Advisory Research's 13F filing for Q2 2014, filed 14 Aug 2014.