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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
Q2 		– Sell
-18,000
Closed -$870K – 3958
2016
Q1 		$870K Buy
+18,000
New +$881K ﹤0.01% 3316

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.