Curian Capital’s Wells Fargo WFC Stock Holding History

Curian Capital’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 Q1	–	Sell	-13,878	Closed	-$754K	–	379
2015 Q4	$754K	Sell	13,878 -17,159	-55%	-$932K	0.06%	245
2015 Q3	$1.59M	Sell	31,037 -16,462	-35%	-$905K	0.04%	284
2015 Q2	$2.67M	Buy	47,499 +1,696	+4%	+$94.6K	0.05%	279
2015 Q1	$2.49M	Sell	45,803 -233,421	-84%	-$12.6M	0.04%	294
2014 Q4	$15.3M	Buy	279,224 +14,424	+5%	+$764K	0.26%	90
2014 Q3	$13.7M	Buy	264,800 +9,185	+4%	+$472K	0.24%	98
2014 Q2	$13.4M	Buy	255,615 +4,320	+2%	+$217K	0.24%	98
2014 Q1	$12.5M	Buy	251,295 +5,703	+2%	+$266K	0.22%	103
2013 Q4	$11.1M	Buy	245,592 +4,788	+2%	+$207K	0.2%	126
2013 Q3	$9.95M	Buy	240,804 +12,583	+6%	+$537K	0.18%	122
2013 Q2	$9.42M	Buy	+228,221	New	+$8.89M	0.17%	116

Other funds holding WFC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Curian Capital's WFC Position: Q1 2016 in Review

Curian Capital sold out of Wells Fargo (WFC) in Q1 2016, closing a stake of 13,878 shares — an estimated $754K sold.

Curian Capital first reported a position in WFC in Q2 2013 and held it in 11 quarters. The position peaked at $15.3M in Q4 2014. 1,900 funds tracked by Wall St. Rank hold WFC as of Q1 2016.

Curian Capital reported no remaining Wells Fargo position as of Q1 2016 after selling out during the quarter.
Curian Capital sold 13,878 Wells Fargo shares in Q1 2016, an estimated $754K.
Curian Capital first reported a position in Wells Fargo in Q2 2013 and held it in 11 quarters.
Curian Capital's Wells Fargo position peaked at $15.3M in Q4 2014.
1,900 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2016.

Based on Curian Capital's 13F filing for Q1 2016.