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BBT Capital Management’s Wells Fargo WFC Stock Holding History

BBT 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
2014
Q1 		– Sell
-15,448
Closed -$701K – 341
2013
Q4 		$701K Hold
15,448
– – 0.03% 250
2013
Q3 		$638K Sell
15,448
-1,099
-7% -$46.9K 0.03% 256
2013
Q2 		$683K Buy
+16,547
New +$645K 0.04% 233

Other funds holding WFC

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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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

BBT Capital Management's WFC Position: Q1 2014 in Review

BBT Capital Management sold out of Wells Fargo (WFC) in Q1 2014, closing a stake of 15,448 shares — an estimated $701K sold.

BBT Capital Management first reported a position in WFC in Q2 2013 and held it in 3 quarters. The position peaked at $701K in Q4 2013. 1,646 funds tracked by Wall St. Rank hold WFC as of Q1 2014.

  • BBT Capital Management reported no remaining Wells Fargo position as of Q1 2014 after selling out during the quarter.
  • BBT Capital Management sold 15,448 Wells Fargo shares in Q1 2014, an estimated $701K.
  • BBT Capital Management first reported a position in Wells Fargo in Q2 2013 and held it in 3 quarters.
  • BBT Capital Management's Wells Fargo position peaked at $701K in Q4 2013.
  • 1,646 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2014.

Based on BBT Capital Management's 13F filing for Q1 2014, filed 9 May 2014.