C.T. Fitzpatrick’s Wells Fargo WFC Stock Holding History

C.T. Fitzpatrick’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 Q3	–	Sell	-860	Closed	-$45K	–	104
2014 Q2	$45K	Buy	+860	New	+$43.2K	﹤0.01%	73

Other funds holding WFC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

C.T. Fitzpatrick's WFC Position: Q3 2014 in Review

C.T. Fitzpatrick sold out of Wells Fargo (WFC) in Q3 2014, closing a stake of 860 shares — an estimated $45K sold.

C.T. Fitzpatrick first reported a position in WFC in Q2 2014 and held it in 1 quarter. The position peaked at $45K in Q2 2014. 1,674 funds tracked by Wall St. Rank hold WFC as of Q3 2014.

C.T. Fitzpatrick reported no remaining Wells Fargo position as of Q3 2014 after selling out during the quarter.
C.T. Fitzpatrick sold 860 Wells Fargo shares in Q3 2014, an estimated $45K.
C.T. Fitzpatrick first reported a position in Wells Fargo in Q2 2014 and held it in 1 quarter.
C.T. Fitzpatrick's Wells Fargo position peaked at $45K in Q2 2014.
1,674 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2014.

Based on Vulcan Value Partners's 13F filing for Q3 2014, filed 7 Nov 2014.