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BlackRock Group’s Wells Fargo WFC Stock Holding History

BlackRock Group’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 		$2.17B Sell
39,398,179
-711,855
-2% -$35.8M 1.03% 11
2016
Q3 		$1.78B Sell
40,110,034
-504,204
-1% -$24.1M 0.89% 15
2016
Q2 		$1.92B Sell
40,614,238
-324,859
-0.8% -$15.8M 1% 13
2016
Q1 		$1.98B Buy
40,939,097
+791,550
+2% +$38.8M 1.07% 7
2015
Q4 		$2.18B Buy
40,147,547
+285,220
+0.7% +$15.5M 1.2% 6
2015
Q3 		$2.05B Buy
39,862,327
+1,161,386
+3% +$63.9M 1.2% 6
2015
Q2 		$2.18B Sell
38,700,941
-522,942
-1% -$29.2M 1.18% 7
2015
Q1 		$2.13B Sell
39,223,883
-1,165,947
-3% -$63M 1.15% 6
2014
Q4 		$2.21B Buy
40,389,830
+1,155,668
+3% +$61.2M 1.19% 6
2014
Q3 		$2.04B Sell
39,234,162
-1,124,165
-3% -$57.8M 1.18% 7
2014
Q2 		$2.12B Buy
40,358,327
+2,033,782
+5% +$102M 1.22% 7
2014
Q1 		$1.91B Buy
38,324,545
+371,595
+1% +$17.3M 1.19% 9
2013
Q4 		$1.72B Sell
37,952,950
-2,014,383
-5% -$87M 1.11% 10
2013
Q3 		$1.65B Buy
39,967,333
+2,550,043
+7% +$109M 1.11% 10
2013
Q2 		$1.54B Buy
+37,417,290
New +$1.46B 1.17% 10

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

BlackRock Group's WFC Position: Q4 2016 in Review

BlackRock Group reduced its Wells Fargo (WFC) stake by 1.8% in Q4 2016, selling an estimated $35.8M and leaving 39,398,179 shares worth $2.17B. The position accounts for 1.03% of the portfolio, ranked #11.

BlackRock Group first reported a position in WFC in Q2 2013 and has held it in 15 quarters since. The position peaked at $2.21B in Q4 2014. 1,945 funds tracked by Wall St. Rank hold WFC as of Q4 2016.

  • BlackRock Group held 39,398,179 shares of Wells Fargo worth $2.17B as of Q4 2016.
  • BlackRock Group sold 711,855 Wells Fargo shares in Q4 2016, an estimated $35.8M.
  • Wells Fargo made up 1.03% of BlackRock Group's portfolio in Q4 2016, its #11 holding.
  • BlackRock Group first reported a position in Wells Fargo in Q2 2013 and has held it in 15 quarters since.
  • BlackRock Group's Wells Fargo position peaked at $2.21B in Q4 2014.
  • 1,945 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2016.

Based on BlackRock Group's 13F filing for Q4 2016, filed 10 Feb 2017.