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Cooper Investors’s Wells Fargo WFC Stock Holding History

Cooper Investors’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
-278,292
Closed -$14.3M – 31
2015
Q3 		$14.3M Sell
278,292
-36,222
-12% -$1.99M 3.33% 14
2015
Q2 		$17.7M Buy
+314,514
New +$17.5M 3.86% 12
2015
Q1 		– Sell
-414,583
Closed -$22.7M – 26
2014
Q4 		$22.7M Sell
414,583
-84,307
-17% -$4.46M 3.04% 7
2014
Q3 		$25.9M Buy
498,890
+1,153
+0.2% +$59.3K 3.51% 4
2014
Q2 		$26.2M Sell
497,737
-100,834
-17% -$5.07M 3.49% 4
2014
Q1 		$29.8M Sell
598,571
-25,588
-4% -$1.19M 6.94% 1
2013
Q4 		$31.7M Buy
624,159
+127,045
+26% +$5.49M 6.94% 2
2013
Q3 		$20.5M Buy
497,114
+34,303
+7% +$1.46M 8% 1
2013
Q2 		$19.1M Buy
+462,811
New +$18M 9.76% 1

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

Cooper Investors's WFC Position: Q4 2015 in Review

Cooper Investors sold out of Wells Fargo (WFC) in Q4 2015, closing a stake of 278,292 shares — an estimated $14.3M sold.

Cooper Investors first reported a position in WFC in Q2 2013 and held it in 9 quarters. The position peaked at $31.7M in Q4 2013. 1,898 funds tracked by Wall St. Rank hold WFC as of Q4 2015.

  • Cooper Investors reported no remaining Wells Fargo position as of Q4 2015 after selling out during the quarter.
  • Cooper Investors sold 278,292 Wells Fargo shares in Q4 2015, an estimated $14.3M.
  • Cooper Investors first reported a position in Wells Fargo in Q2 2013 and held it in 9 quarters.
  • Cooper Investors's Wells Fargo position peaked at $31.7M in Q4 2013.
  • 1,898 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2015.

Based on Cooper Investors's 13F filing for Q4 2015, filed 4 Apr 2025.