Benchmark Capital Advisors’s Wells Fargo WFC Stock Holding History

Benchmark Capital Advisors’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	-21,300	Closed	-$943K	–	135
2016 Q3	$943K	Sell	21,300 -1,350	-6%	-$64.6K	0.71%	44
2016 Q2	$1.07M	Buy	22,650 +2,000	+10%	+$97.5K	0.87%	39
2016 Q1	$999K	Buy	20,650 +4,650	+29%	+$228K	0.88%	39
2015 Q4	$870K	Sell	16,000 -800	-5%	-$43.4K	0.74%	44
2015 Q3	$863K	Sell	16,800 -29,794	-64%	-$1.64M	0.7%	46
2015 Q2	$2.62M	Sell	46,594 -1,050	-2%	-$58.5K	1.84%	14
2015 Q1	$2.59M	Buy	47,644 +150	+0.3%	+$8.11K	1.71%	18
2014 Q4	$2.6M	Sell	47,494 -3,650	-7%	-$193K	1.75%	16
2014 Q3	$2.65M	Sell	51,144 -1,200	-2%	-$61.7K	1.83%	12
2014 Q2	$2.75M	Sell	52,344 -4,181	-7%	-$210K	1.72%	15
2014 Q1	$2.81M	Sell	56,525 -300	-0.5%	-$14K	1.95%	14
2013 Q4	$2.58M	Sell	56,825 -450	-0.8%	-$19.4K	1.79%	17
2013 Q3	$2.37M	Sell	57,275 -750	-1%	-$32K	1.7%	20
2013 Q2	$2.4M	Buy	+58,025	New	+$2.26M	1.85%	15

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Benchmark Capital Advisors's WFC Position: Q4 2016 in Review

Benchmark Capital Advisors sold out of Wells Fargo (WFC) in Q4 2016, closing a stake of 21,300 shares — an estimated $943K sold.

Benchmark Capital Advisors first reported a position in WFC in Q2 2013 and held it in 14 quarters. The position peaked at $2.81M in Q1 2014. 1,945 funds tracked by Wall St. Rank hold WFC as of Q4 2016.

Benchmark Capital Advisors reported no remaining Wells Fargo position as of Q4 2016 after selling out during the quarter.
Benchmark Capital Advisors sold 21,300 Wells Fargo shares in Q4 2016, an estimated $943K.
Benchmark Capital Advisors first reported a position in Wells Fargo in Q2 2013 and held it in 14 quarters.
Benchmark Capital Advisors's Wells Fargo position peaked at $2.81M in Q1 2014.
1,945 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2016.

Based on Benchmark Capital Advisors's 13F filing for Q4 2016, filed 13 Feb 2017.