Atherton Lane Advisers’s Wells Fargo WFC Stock Holding History

Atherton Lane Advisers’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 Q4	$39.4M	Buy	725,247 +3,319	+0.5%	+$180K	2.3%	4
2015 Q3	$37.1M	Buy	721,928 +32,528	+5%	+$1.79M	2.32%	6
2015 Q2	$38.8M	Buy	689,400 +10,748	+2%	+$599K	2.15%	5
2015 Q1	$36.9M	Buy	678,652 +6,933	+1%	+$375K	1.99%	5
2014 Q4	$36.8M	Sell	671,719 -13,779	-2%	-$729K	2.02%	4
2014 Q3	$35.6M	Sell	685,498 -61,672	-8%	-$3.17M	2.03%	4
2014 Q2	$39.3M	Sell	747,170 -18,374	-2%	-$924K	2.18%	4
2014 Q1	$38.1M	Sell	765,544 -5,084	-0.7%	-$237K	2.36%	4
2013 Q4	$35M	Sell	770,628 -10,580	-1%	-$457K	2.21%	4
2013 Q3	$32.3M	Sell	781,208 -29,046	-4%	-$1.24M	2.21%	4
2013 Q2	$33.4M	Buy	+810,254	New	+$31.6M	2.45%	5

Other funds holding WFC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Atherton Lane Advisers's WFC Position: Q4 2015 in Review

Atherton Lane Advisers increased its Wells Fargo (WFC) stake by 0.46% in Q4 2015, buying an estimated $180K and bringing the position to 725,247 shares worth $39.4M. The position accounts for 2.3% of the portfolio, ranked #4.

Atherton Lane Advisers first reported a position in WFC in Q2 2013 and has held it in 11 quarters since. 1,898 funds tracked by Wall St. Rank hold WFC as of Q4 2015.

Atherton Lane Advisers held 725,247 shares of Wells Fargo worth $39.4M as of Q4 2015.
Atherton Lane Advisers bought 3,319 Wells Fargo shares in Q4 2015, an estimated $180K.
Wells Fargo made up 2.3% of Atherton Lane Advisers's portfolio in Q4 2015, its #4 holding.
Atherton Lane Advisers first reported a position in Wells Fargo in Q2 2013 and has held it in 11 quarters since.
1,898 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2015.

Based on Atherton Lane Advisers's 13F filing for Q4 2015, filed 16 Feb 2016.