BPGAM
WFC icon

BTG Pactual Global Asset Management’s Wells Fargo WFC Stock Holding History

BTG Pactual Global Asset 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
-18,850
Closed -$779K – 160
2013
Q3 		$779K Buy
+18,850
New +$805K 0.17% 81

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BTG Pactual Global Asset Management's WFC Position: Q4 2013 in Review

BTG Pactual Global Asset Management sold out of Wells Fargo (WFC) in Q4 2013, closing a stake of 18,850 shares — an estimated $779K sold.

BTG Pactual Global Asset Management first reported a position in WFC in Q3 2013 and held it in 1 quarter. The position peaked at $779K in Q3 2013. 1,618 funds tracked by Wall St. Rank hold WFC as of Q4 2013.

  • BTG Pactual Global Asset Management reported no remaining Wells Fargo position as of Q4 2013 after selling out during the quarter.
  • BTG Pactual Global Asset Management sold 18,850 Wells Fargo shares in Q4 2013, an estimated $779K.
  • BTG Pactual Global Asset Management first reported a position in Wells Fargo in Q3 2013 and held it in 1 quarter.
  • BTG Pactual Global Asset Management's Wells Fargo position peaked at $779K in Q3 2013.
  • 1,618 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2013.

Based on BTG Pactual Global Asset Management's 13F filing for Q4 2013, filed 10 Feb 2014.