Brian C. Broderick’s Wells Fargo WFC Stock Holding History

Brian C. Broderick’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
2015 Q4	–	Sell	-300	Closed	-$15K	–	110
2015 Q3	$15K	Hold	300	–	–	0.01%	101
2015 Q2	$17K	Hold	300	–	–	0.01%	99
2015 Q1	$16K	Hold	300	–	–	0.01%	100
2014 Q4	$16K	Sell	300 -37	-11%	-$1.96K	0.01%	102
2014 Q3	$18K	Buy	337 +37	+12%	+$1.9K	0.01%	109
2014 Q2	$16K	Sell	300 -4	-1%	-$201	0.01%	98
2014 Q1	$15K	Buy	+304	New	+$14.2K	0.01%	93

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Brian C. Broderick's WFC Position: Q4 2015 in Review

Brian C. Broderick sold out of Wells Fargo (WFC) in Q4 2015, closing a stake of 300 shares — an estimated $15K sold.

Brian C. Broderick first reported a position in WFC in Q1 2014 and held it in 7 quarters. The position peaked at $18K in Q3 2014. 1,898 funds tracked by Wall St. Rank hold WFC as of Q4 2015.

Brian C. Broderick reported no remaining Wells Fargo position as of Q4 2015 after selling out during the quarter.
Brian C. Broderick sold 300 Wells Fargo shares in Q4 2015, an estimated $15K.
Brian C. Broderick first reported a position in Wells Fargo in Q1 2014 and held it in 7 quarters.
Brian C. Broderick's Wells Fargo position peaked at $18K in Q3 2014.
1,898 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2015.

Based on Brian C. Broderick's 13F filing for Q4 2015, filed 12 Feb 2016.