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Archipel Asset Management’s Wells Fargo WFC Stock Holding History

Archipel Asset 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
2014
Q3 		$227K Buy
+4,377
New +$225K 0.07% 128
2013
Q3 		– Sell
-195,176
Closed -$8.05M – 94
2013
Q2 		$8.05M Buy
+195,176
New +$7.61M 1.65% 34

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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
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

Archipel Asset Management's WFC Position: Q3 2014 in Review

Archipel Asset Management opened a new position in Wells Fargo (WFC) in Q3 2014: 4,377 shares worth $227K. The stake represents 0.07% of the portfolio and ranks #128 among its holdings. This is a return to the name: Archipel Asset Management previously reported a position in WFC as recently as Q2 2013.

Archipel Asset Management first reported a position in WFC in Q2 2013 and has held it in 2 quarters since. The position peaked at $8.05M in Q2 2013. 1,673 funds tracked by Wall St. Rank hold WFC as of Q3 2014.

  • Archipel Asset Management held 4,377 shares of Wells Fargo worth $227K as of Q3 2014.
  • Wells Fargo was a new Archipel Asset Management position in Q3 2014.
  • Wells Fargo made up 0.07% of Archipel Asset Management's portfolio in Q3 2014, its #128 holding.
  • Archipel Asset Management first reported a position in Wells Fargo in Q2 2013 and has held it in 2 quarters since.
  • Archipel Asset Management's Wells Fargo position peaked at $8.05M in Q2 2013.
  • 1,673 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2014.

Based on Archipel Asset Management's 13F filing for Q3 2014, filed 15 Oct 2014.