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Atlanta Capital Management’s Wells Fargo WFC Stock Holding History

Atlanta Capital 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
Q4 		– Sell
-557,452
Closed -$24.7M – 159
2016
Q3 		$24.7M Sell
557,452
-60,895
-10% -$2.91M 0.16% 125
2016
Q2 		$29.3M Sell
618,347
-244,226
-28% -$11.9M 0.2% 113
2016
Q1 		$41.7M Sell
862,573
-426,010
-33% -$20.9M 0.3% 86
2015
Q4 		$70M Sell
1,288,583
-496,633
-28% -$27M 0.51% 68
2015
Q3 		$91.7M Sell
1,785,216
-356,726
-17% -$19.6M 0.69% 56
2015
Q2 		$120M Sell
2,141,942
-99,808
-4% -$5.56M 0.82% 45
2015
Q1 		$122M Sell
2,241,750
-96,565
-4% -$5.22M 0.83% 46
2014
Q4 		$128M Sell
2,338,315
-97,446
-4% -$5.16M 0.88% 45
2014
Q3 		$126M Sell
2,435,761
-58,798
-2% -$3.02M 0.91% 39
2014
Q2 		$131M Sell
2,494,559
-148,046
-6% -$7.44M 0.9% 37
2014
Q1 		$131M Sell
2,642,605
-162,045
-6% -$7.55M 0.91% 38
2013
Q4 		$127M Buy
2,804,650
+229,553
+9% +$9.91M 0.84% 44
2013
Q3 		$106M Sell
2,575,097
-64,784
-2% -$2.77M 0.75% 55
2013
Q2 		$109M Buy
+2,639,881
New +$103M 0.83% 53

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Atlanta Capital Management's WFC Position: Q4 2016 in Review

Atlanta Capital Management sold out of Wells Fargo (WFC) in Q4 2016, closing a stake of 557,452 shares — an estimated $24.7M sold.

Atlanta Capital Management first reported a position in WFC in Q2 2013 and held it in 14 quarters. The position peaked at $131M in Q1 2014. 1,945 funds tracked by Wall St. Rank hold WFC as of Q4 2016.

  • Atlanta Capital Management reported no remaining Wells Fargo position as of Q4 2016 after selling out during the quarter.
  • Atlanta Capital Management sold 557,452 Wells Fargo shares in Q4 2016, an estimated $24.7M.
  • Atlanta Capital Management first reported a position in Wells Fargo in Q2 2013 and held it in 14 quarters.
  • Atlanta Capital Management's Wells Fargo position peaked at $131M in Q1 2014.
  • 1,945 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2016.

Based on Atlanta Capital Management's 13F filing for Q4 2016, filed 14 Feb 2017.