Baird’s Wells Fargo WFC Stock Holding History

Baird’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 Q1	$83.4M	Buy	1,533,513 +26,373	+2%	+$1.43M	0.85%	14
2014 Q4	$82.6M	Buy	1,507,140 +185,476	+14%	+$9.82M	0.88%	12
2014 Q3	$68.6M	Buy	1,321,664 +23,384	+2%	+$1.2M	0.96%	11
2014 Q2	$68.2M	Buy	1,298,280 +43,815	+3%	+$2.2M	0.96%	13
2014 Q1	$62.4M	Buy	1,254,465 +541,004	+76%	+$25.2M	0.9%	13
2013 Q4	$32.4M	Buy	713,461 +30,878	+5%	+$1.33M	0.56%	30
2013 Q3	$28.2M	Buy	682,583 +12,194	+2%	+$521K	0.53%	34
2013 Q2	$27.7M	Buy	+670,389	New	+$26.1M	0.55%	35

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

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

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 Boston, Massachusetts $535B AUM 26.23% 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

Baird's WFC Position: Q1 2015 in Review

Baird increased its Wells Fargo (WFC) stake by 1.7% in Q1 2015, buying an estimated $1.43M and bringing the position to 1,533,513 shares worth $83.4M. The position accounts for 0.85% of the portfolio, ranked #14.

Baird first reported a position in WFC in Q2 2013 and has held it in 8 quarters since. 1,766 funds tracked by Wall St. Rank hold WFC as of Q1 2015.

Baird held 1,533,513 shares of Wells Fargo worth $83.4M as of Q1 2015.
Baird bought 26,373 Wells Fargo shares in Q1 2015, an estimated $1.43M.
Wells Fargo made up 0.85% of Baird's portfolio in Q1 2015, its #14 holding.
Baird first reported a position in Wells Fargo in Q2 2013 and has held it in 8 quarters since.
1,766 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.