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BW Gestao de Investimentos’s Wells Fargo WFC Stock Holding History

BW Gestao de Investimentos’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
Q4 		– Sell
-207,240
Closed -$9.18M – 60
2016
Q3 		$9.18M Buy
+207,240
New +$9.92M 6.52% 7
2014
Q4 		– Sell
-6,385
Closed -$331K – 103
2014
Q3 		$331K Sell
6,385
-460
-7% -$23.7K 0.14% 83
2014
Q2 		$360K Sell
6,845
-100
-1% -$5.03K 0.16% 57
2014
Q1 		$345K Hold
6,945
– – 0.19% 53
2013
Q4 		$315K Buy
+6,945
New +$300K 0.11% 57

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BW Gestao de Investimentos's WFC Position: Q4 2016 in Review

BW Gestao de Investimentos sold out of Wells Fargo (WFC) in Q4 2016, closing a stake of 207,240 shares — an estimated $9.18M sold.

BW Gestao de Investimentos first reported a position in WFC in Q4 2013 and held it in 5 quarters. The position peaked at $9.18M in Q3 2016. 1,946 funds tracked by Wall St. Rank hold WFC as of Q4 2016.

  • BW Gestao de Investimentos reported no remaining Wells Fargo position as of Q4 2016 after selling out during the quarter.
  • BW Gestao de Investimentos sold 207,240 Wells Fargo shares in Q4 2016, an estimated $9.18M.
  • BW Gestao de Investimentos first reported a position in Wells Fargo in Q4 2013 and held it in 5 quarters.
  • BW Gestao de Investimentos's Wells Fargo position peaked at $9.18M in Q3 2016.
  • 1,946 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2016.

Based on BW Gestao de Investimentos's 13F filing for Q4 2016, filed 10 Feb 2017.