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BlackRock Institutional Trust’s Wells Fargo WFC Stock Holding History

BlackRock Institutional Trust’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 		$6.71B Buy
121,827,837
+1,379,522
+1% +$69.4M 0.99% 11
2016
Q3 		$5.33B Sell
120,448,315
-2,165,744
-2% -$104M 0.83% 16
2016
Q2 		$5.8B Sell
122,614,059
-1,478,978
-1% -$72.1M 0.94% 13
2016
Q1 		$6B Buy
124,093,037
+1,610,496
+1% +$78.9M 0.99% 9
2015
Q4 		$6.66B Buy
122,482,541
+30,646
+0% +$1.66M 1.1% 6
2015
Q3 		$6.29B Buy
122,451,895
+389,337
+0.3% +$21.4M 1.1% 7
2015
Q2 		$6.86B Sell
122,062,558
-5,968,309
-5% -$333M 1.1% 6
2015
Q1 		$6.96B Buy
128,030,867
+1,395,264
+1% +$75.4M 1.08% 6
2014
Q4 		$6.94B Sell
126,635,603
-770,133
-0.6% -$40.8M 1.11% 7
2014
Q3 		$6.61B Sell
127,405,736
-2,201,529
-2% -$113M 1.11% 7
2014
Q2 		$6.81B Buy
129,607,265
+1,095,662
+0.9% +$55.1M 1.13% 7
2014
Q1 		$6.39B Buy
128,511,603
+825,539
+0.6% +$38.5M 1.1% 7
2013
Q4 		$5.8B Sell
127,686,064
-376,335
-0.3% -$16.3M 1.02% 10
2013
Q3 		$5.29B Sell
128,062,399
-3,661,090
-3% -$156M 1.02% 10
2013
Q2 		$5.44B Buy
+131,723,489
New +$5.13B 1.1% 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
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BlackRock Institutional Trust's WFC Position: Q4 2016 in Review

BlackRock Institutional Trust increased its Wells Fargo (WFC) stake by 1.1% in Q4 2016, buying an estimated $69.4M and bringing the position to 121,827,837 shares worth $6.71B. The position accounts for 0.99% of the portfolio, ranked #11.

BlackRock Institutional Trust first reported a position in WFC in Q2 2013 and has held it in 15 quarters since. The position peaked at $6.96B in Q1 2015. 1,945 funds tracked by Wall St. Rank hold WFC as of Q4 2016.

  • BlackRock Institutional Trust held 121,827,837 shares of Wells Fargo worth $6.71B as of Q4 2016.
  • BlackRock Institutional Trust bought 1,379,522 Wells Fargo shares in Q4 2016, an estimated $69.4M.
  • Wells Fargo made up 0.99% of BlackRock Institutional Trust's portfolio in Q4 2016, its #11 holding.
  • BlackRock Institutional Trust first reported a position in Wells Fargo in Q2 2013 and has held it in 15 quarters since.
  • BlackRock Institutional Trust's Wells Fargo position peaked at $6.96B in Q1 2015.
  • 1,945 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2016.

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