Boyle Capital Management’s Wells Fargo WFC Stock Holding History

Boyle 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
2016 Q3	$569K	Sell	12,859 -415	-3%	-$19.9K	0.77%	16
2016 Q2	$628K	Hold	13,274	–	–	0.77%	16
2016 Q1	$642K	Sell	13,274 -1,000	-7%	-$49K	0.77%	11
2015 Q4	$776K	Hold	14,274	–	–	1.07%	11
2015 Q3	$733K	Hold	14,274	–	–	0.96%	11
2015 Q2	$803K	Hold	14,274	–	–	0.81%	18
2015 Q1	$777K	Hold	14,274	–	–	0.76%	16
2014 Q4	$783K	Hold	14,274	–	–	0.72%	17
2014 Q3	$740K	Hold	14,274	–	–	0.64%	18
2014 Q2	$750K	Buy	14,274 +524	+4%	+$26.3K	0.6%	20
2014 Q1	$684K	Hold	13,750	–	–	0.56%	19
2013 Q4	$624K	Hold	13,750	–	–	0.53%	20
2013 Q3	$568K	Hold	13,750	–	–	0.53%	20
2013 Q2	$567K	Buy	+13,750	New	+$536K	0.53%	24

Other funds holding WFC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Boyle Capital Management's WFC Position: Q3 2016 in Review

Boyle Capital Management reduced its Wells Fargo (WFC) stake by 3.1% in Q3 2016, selling an estimated $19.9K and leaving 12,859 shares worth $569K. The position accounts for 0.77% of the portfolio, ranked #16.

Boyle Capital Management first reported a position in WFC in Q2 2013 and has held it in 14 quarters since. The position peaked at $803K in Q2 2015. 1,892 funds tracked by Wall St. Rank hold WFC as of Q3 2016.

Boyle Capital Management held 12,859 shares of Wells Fargo worth $569K as of Q3 2016.
Boyle Capital Management sold 415 Wells Fargo shares in Q3 2016, an estimated $19.9K.
Wells Fargo made up 0.77% of Boyle Capital Management's portfolio in Q3 2016, its #16 holding.
Boyle Capital Management first reported a position in Wells Fargo in Q2 2013 and has held it in 14 quarters since.
Boyle Capital Management's Wells Fargo position peaked at $803K in Q2 2015.
1,892 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2016.

Based on Boyle Capital Management's 13F filing for Q3 2016, filed 15 Nov 2016.