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Charles Stewart Mott Foundation’s Wells Fargo WFC Stock Holding History

Charles Stewart Mott Foundation’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
2015
Q4 		– Sell
-19,471
Closed -$1M – 85
2015
Q3 		$1M Buy
+19,471
New +$1.07M 1.12% 9

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
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

Charles Stewart Mott Foundation's WFC Position: Q4 2015 in Review

Charles Stewart Mott Foundation sold out of Wells Fargo (WFC) in Q4 2015, closing a stake of 19,471 shares — an estimated $1M sold.

Charles Stewart Mott Foundation first reported a position in WFC in Q3 2015 and held it in 1 quarter. The position peaked at $1M in Q3 2015. 1,898 funds tracked by Wall St. Rank hold WFC as of Q4 2015.

  • Charles Stewart Mott Foundation reported no remaining Wells Fargo position as of Q4 2015 after selling out during the quarter.
  • Charles Stewart Mott Foundation sold 19,471 Wells Fargo shares in Q4 2015, an estimated $1M.
  • Charles Stewart Mott Foundation first reported a position in Wells Fargo in Q3 2015 and held it in 1 quarter.
  • Charles Stewart Mott Foundation's Wells Fargo position peaked at $1M in Q3 2015.
  • 1,898 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2015.

Based on Charles Stewart Mott Foundation's 13F filing for Q4 2015, filed 16 Feb 2016.