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Capstone Investment Advisors (Netherlands)’s Wells Fargo WFC Stock Holding History

Capstone Investment Advisors (Netherlands)’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
2017
Q2 		– Sell
-3,987
Closed -$222K – 165
2017
Q1 		$222K Sell
3,987
-375
-9% -$21.3K 0.63% 79
2016
Q4 		$240K Buy
+4,362
New +$219K 0.41% 115

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BlackRock
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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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capstone Investment Advisors (Netherlands)'s WFC Position: Q2 2017 in Review

Capstone Investment Advisors (Netherlands) sold out of Wells Fargo (WFC) in Q2 2017, closing a stake of 3,987 shares — an estimated $222K sold.

Capstone Investment Advisors (Netherlands) first reported a position in WFC in Q4 2016 and held it in 2 quarters. The position peaked at $240K in Q4 2016. 1,913 funds tracked by Wall St. Rank hold WFC as of Q2 2017.

  • Capstone Investment Advisors (Netherlands) reported no remaining Wells Fargo position as of Q2 2017 after selling out during the quarter.
  • Capstone Investment Advisors (Netherlands) sold 3,987 Wells Fargo shares in Q2 2017, an estimated $222K.
  • Capstone Investment Advisors (Netherlands) first reported a position in Wells Fargo in Q4 2016 and held it in 2 quarters.
  • Capstone Investment Advisors (Netherlands)'s Wells Fargo position peaked at $240K in Q4 2016.
  • 1,913 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2017.

Based on Capstone Investment Advisors (Netherlands)'s 13F filing for Q2 2017, filed 14 Aug 2017.