Banyan Partners’s Wells Fargo WFC Stock Holding History

Banyan Partners’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	$20.9M	Sell	402,640 -8,023	-2%	-$413K	1.77%	4
2014 Q2	$21.6M	Sell	410,663 -20,055	-5%	-$1.01M	1.82%	4
2014 Q1	$21.4M	Sell	430,718 -17,916	-4%	-$835K	1.85%	7
2013 Q4	$20.4M	Buy	448,634 +160,271	+56%	+$6.92M	1.43%	8
2013 Q3	$11.9M	Buy	288,363 +53,552	+23%	+$2.29M	1.05%	15
2013 Q2	$9.69M	Buy	+234,811	New	+$9.15M	1.91%	6

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

Banyan Partners's WFC Position: Q3 2014 in Review

Banyan Partners reduced its Wells Fargo (WFC) stake by 2% in Q3 2014, selling an estimated $413K and leaving 402,640 shares worth $20.9M. The position accounts for 1.77% of the portfolio, ranked #4.

Banyan Partners first reported a position in WFC in Q2 2013 and has held it in 6 quarters since. The position peaked at $21.6M in Q2 2014. 1,672 funds tracked by Wall St. Rank hold WFC as of Q3 2014.

Banyan Partners held 402,640 shares of Wells Fargo worth $20.9M as of Q3 2014.
Banyan Partners sold 8,023 Wells Fargo shares in Q3 2014, an estimated $413K.
Wells Fargo made up 1.77% of Banyan Partners's portfolio in Q3 2014, its #4 holding.
Banyan Partners first reported a position in Wells Fargo in Q2 2013 and has held it in 6 quarters since.
Banyan Partners's Wells Fargo position peaked at $21.6M in Q2 2014.
1,672 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2014.

Based on Banyan Partners's 13F filing for Q3 2014, filed 14 Nov 2014.