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Aris Wealth Services’s Wells Fargo WFC Stock Holding History

Aris Wealth Services’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
Q3 		$34K Sell
655
-2,576
-80% -$142K 0.07% 118
2015
Q2 		$182K Buy
3,231
+956
+42% +$53.3K 0.17% 107
2015
Q1 		$124K Buy
+2,275
New +$123K 0.12% 126
2014
Q1 		– Sell
-5,155
Closed -$234K – 109
2013
Q4 		$234K Sell
5,155
-503
-9% -$21.7K 0.39% 78
2013
Q3 		$234K Buy
+5,658
New +$242K 0.43% 73

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
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

Aris Wealth Services's WFC Position: Q3 2015 in Review

Aris Wealth Services reduced its Wells Fargo (WFC) stake by 80% in Q3 2015, selling an estimated $142K and leaving 655 shares worth $34K. The position accounts for 0.07% of the portfolio, ranked #118.

Aris Wealth Services first reported a position in WFC in Q3 2013 and has held it in 5 quarters since. The position peaked at $234K in Q4 2013. 1,827 funds tracked by Wall St. Rank hold WFC as of Q3 2015.

  • Aris Wealth Services held 655 shares of Wells Fargo worth $34K as of Q3 2015.
  • Aris Wealth Services sold 2,576 Wells Fargo shares in Q3 2015, an estimated $142K.
  • Wells Fargo made up 0.07% of Aris Wealth Services's portfolio in Q3 2015, its #118 holding.
  • Aris Wealth Services first reported a position in Wells Fargo in Q3 2013 and has held it in 5 quarters since.
  • Aris Wealth Services's Wells Fargo position peaked at $234K in Q4 2013.
  • 1,827 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.