Burnham Asset Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
Other funds holding WFC
BIT
Burnham Asset Management's WFC Position: Q2 2016 in Review
Burnham Asset Management increased its Wells Fargo (WFC) stake by 114% in Q2 2016, buying an estimated $5.64M and bringing the position to 216,945 shares worth $10.3M. The position accounts for 2.86% of the portfolio, ranked #5.
Burnham Asset Management first reported a position in WFC in Q2 2013 and has held it in 13 quarters since. 1,896 funds tracked by Wall St. Rank hold WFC as of Q2 2016.
- Burnham Asset Management held 216,945 shares of Wells Fargo worth $10.3M as of Q2 2016.
- Burnham Asset Management bought 115,591 Wells Fargo shares in Q2 2016, an estimated $5.64M.
- Wells Fargo made up 2.86% of Burnham Asset Management's portfolio in Q2 2016, its #5 holding.
- Burnham Asset Management first reported a position in Wells Fargo in Q2 2013 and has held it in 13 quarters since.
- 1,896 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2016.
Based on Burnham Asset Management's 13F filing for Q2 2016, filed 12 Aug 2016.