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Algebris Investments (UK)’s Wells Fargo WFC Stock Holding History

Algebris Investments (UK)’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 		– Sell
-80,000
Closed -$4.45M – 48
2017
Q1 		$4.45M Buy
+80,000
New +$4.54M 0.48% 41
2016
Q3 		– Sell
-70,000
Closed -$3.31M – 87
2016
Q2 		$3.31M Buy
+70,000
New +$3.41M 0.56% 33

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Algebris Investments (UK)'s WFC Position: Q2 2017 in Review

Algebris Investments (UK) sold out of Wells Fargo (WFC) in Q2 2017, closing a stake of 461,950 shares — an estimated $25.7M sold.

Algebris Investments (UK) first reported a position in WFC in Q2 2013 and held it in 14 quarters. The position peaked at $25.7M in Q1 2017. 1,914 funds tracked by Wall St. Rank hold WFC as of Q2 2017.

  • Algebris Investments (UK) reported no remaining Wells Fargo position as of Q2 2017 after selling out during the quarter.
  • Algebris Investments (UK) sold 461,950 Wells Fargo shares in Q2 2017, an estimated $25.7M.
  • Algebris Investments (UK) first reported a position in Wells Fargo in Q2 2013 and held it in 14 quarters.
  • Algebris Investments (UK)'s Wells Fargo position peaked at $25.7M in Q1 2017.
  • 1,914 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2017.

Based on Algebris Investments (UK)'s 13F filing for Q2 2017.