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C.M. Bidwell & Associates’s Wells Fargo WFC Stock Holding History

C.M. Bidwell & Associates’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
2014
Q3 		– Sell
-87,575
Closed -$4.6M – 299
2014
Q2 		$4.6M Buy
+87,575
New +$4.4M 1.05% 34
2013
Q4 		– Sell
-5,125
Closed -$212K – 260
2013
Q3 		$212K Buy
+5,125
New +$219K 0.06% 146

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
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
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

C.M. Bidwell & Associates's WFC Position: Q3 2014 in Review

C.M. Bidwell & Associates sold out of Wells Fargo (WFC) in Q3 2014, closing a stake of 87,575 shares — an estimated $4.6M sold.

C.M. Bidwell & Associates first reported a position in WFC in Q3 2013 and held it in 2 quarters. The position peaked at $4.6M in Q2 2014. 1,673 funds tracked by Wall St. Rank hold WFC as of Q3 2014.

  • C.M. Bidwell & Associates reported no remaining Wells Fargo position as of Q3 2014 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 87,575 Wells Fargo shares in Q3 2014, an estimated $4.6M.
  • C.M. Bidwell & Associates first reported a position in Wells Fargo in Q3 2013 and held it in 2 quarters.
  • C.M. Bidwell & Associates's Wells Fargo position peaked at $4.6M in Q2 2014.
  • 1,673 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2014.

Based on C.M. Bidwell & Associates's 13F filing for Q3 2014, filed 14 Nov 2014.