CHJWM
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Carlton Hofferkamp & Jenks Wealth Management’s Wells Fargo WFC Stock Holding History

Carlton Hofferkamp & Jenks Wealth 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
2014
Q1 		– Sell
-7,151
Closed -$324K – 48
2013
Q4 		$324K Buy
7,151
+2,000
+39% +$86.4K 0.46% 39
2013
Q3 		$212K Buy
+5,151
New +$220K 0.34% 45

Other funds holding WFC

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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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Carlton Hofferkamp & Jenks Wealth Management's WFC Position: Q1 2014 in Review

Carlton Hofferkamp & Jenks Wealth Management sold out of Wells Fargo (WFC) in Q1 2014, closing a stake of 7,151 shares — an estimated $324K sold.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in WFC in Q3 2013 and held it in 2 quarters. The position peaked at $324K in Q4 2013. 1,646 funds tracked by Wall St. Rank hold WFC as of Q1 2014.

  • Carlton Hofferkamp & Jenks Wealth Management reported no remaining Wells Fargo position as of Q1 2014 after selling out during the quarter.
  • Carlton Hofferkamp & Jenks Wealth Management sold 7,151 Wells Fargo shares in Q1 2014, an estimated $324K.
  • Carlton Hofferkamp & Jenks Wealth Management first reported a position in Wells Fargo in Q3 2013 and held it in 2 quarters.
  • Carlton Hofferkamp & Jenks Wealth Management's Wells Fargo position peaked at $324K in Q4 2013.
  • 1,646 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2014.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q1 2014, filed 9 May 2014.