BIM
WFC icon

Bridgecreek Investment Management’s Wells Fargo WFC Stock Holding History

Bridgecreek Investment 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
2013
Q4 		– Sell
-418
Closed -$17K – 171
2013
Q3 		$17K Sell
418
-150
-26% -$6.4K 0.01% 176
2013
Q2 		$23K Buy
+568
New +$22.1K 0.01% 155

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bridgecreek Investment Management's WFC Position: Q4 2013 in Review

Bridgecreek Investment Management sold out of Wells Fargo (WFC) in Q4 2013, closing a stake of 418 shares — an estimated $17K sold.

Bridgecreek Investment Management first reported a position in WFC in Q2 2013 and held it in 2 quarters. The position peaked at $23K in Q2 2013. 1,618 funds tracked by Wall St. Rank hold WFC as of Q4 2013.

  • Bridgecreek Investment Management reported no remaining Wells Fargo position as of Q4 2013 after selling out during the quarter.
  • Bridgecreek Investment Management sold 418 Wells Fargo shares in Q4 2013, an estimated $17K.
  • Bridgecreek Investment Management first reported a position in Wells Fargo in Q2 2013 and held it in 2 quarters.
  • Bridgecreek Investment Management's Wells Fargo position peaked at $23K in Q2 2013.
  • 1,618 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2013.

Based on Bridgecreek Investment Management's 13F filing for Q4 2013, filed 12 Feb 2014.