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AGUR Provident & Training Funds Management’s Wells Fargo WFC Stock Holding History

AGUR Provident & Training Funds 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
2016
Q3 		– Sell
-32,285
Closed -$1.53M – 31
2016
Q2 		$1.53M Hold
32,285
– – 1.02% 22
2016
Q1 		$1.56M Buy
+32,285
New +$1.58M 1.07% 21

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

AGUR Provident & Training Funds Management's WFC Position: Q3 2016 in Review

AGUR Provident & Training Funds Management sold out of Wells Fargo (WFC) in Q3 2016, closing a stake of 32,285 shares — an estimated $1.53M sold.

AGUR Provident & Training Funds Management first reported a position in WFC in Q1 2016 and held it in 2 quarters. The position peaked at $1.56M in Q1 2016. 1,890 funds tracked by Wall St. Rank hold WFC as of Q3 2016.

  • AGUR Provident & Training Funds Management reported no remaining Wells Fargo position as of Q3 2016 after selling out during the quarter.
  • AGUR Provident & Training Funds Management sold 32,285 Wells Fargo shares in Q3 2016, an estimated $1.53M.
  • AGUR Provident & Training Funds Management first reported a position in Wells Fargo in Q1 2016 and held it in 2 quarters.
  • AGUR Provident & Training Funds Management's Wells Fargo position peaked at $1.56M in Q1 2016.
  • 1,890 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2016.

Based on AGUR Provident & Training Funds Management's 13F filing for Q3 2016, filed 10 Nov 2016.