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Corda Investment Management’s Wells Fargo WFC Stock Holding History

Corda Investment 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
2016
Q3 		– Sell
-76,177
Closed -$3.6M – 61
2016
Q2 		$3.6M Buy
+76,177
New +$3.71M 0.58% 46

Other funds holding WFC

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Corda Investment Management's WFC Position: Q3 2016 in Review

Corda Investment Management sold out of Wells Fargo (WFC) in Q3 2016, closing a stake of 76,177 shares — an estimated $3.6M sold.

Corda Investment Management first reported a position in WFC in Q2 2016 and held it in 1 quarter. The position peaked at $3.6M in Q2 2016. 1,890 funds tracked by Wall St. Rank hold WFC as of Q3 2016.

  • Corda Investment Management reported no remaining Wells Fargo position as of Q3 2016 after selling out during the quarter.
  • Corda Investment Management sold 76,177 Wells Fargo shares in Q3 2016, an estimated $3.6M.
  • Corda Investment Management first reported a position in Wells Fargo in Q2 2016 and held it in 1 quarter.
  • Corda Investment Management's Wells Fargo position peaked at $3.6M in Q2 2016.
  • 1,890 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2016.

Based on Corda Investment Management's 13F filing for Q3 2016, filed 16 Nov 2016.