DILH
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Dai-ichi Life Holdings’s Wells Fargo WFC Stock Holding History

Dai-ichi Life Holdings’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
Q4 		– Sell
-523,844
Closed -$23.2M – 451
2016
Q3 		$23.2M Sell
523,844
-46,116
-8% -$2.21M 0.71% 27
2016
Q2 		$27M Sell
569,960
-114,441
-17% -$5.58M 0.81% 21
2016
Q1 		$33.1M Buy
684,401
+39,689
+6% +$1.94M 1% 13
2015
Q4 		$35M Sell
644,712
-72,378
-10% -$3.93M 1.1% 9
2015
Q3 		$36.8M Buy
717,090
+57,262
+9% +$3.15M 1.14% 10
2015
Q2 		$37.1M Sell
659,828
-118,412
-15% -$6.6M 1.11% 9
2015
Q1 		$42.3M Buy
778,240
+7,520
+1% +$406K 1.19% 8
2014
Q4 		$42.3M Sell
770,720
-2,577
-0.3% -$136K 1.22% 8
2014
Q3 		$40.1M Sell
773,297
-1,731
-0.2% -$89K 1.2% 8
2014
Q2 		$40.7M Sell
775,028
-23,539
-3% -$1.18M 1.27% 8
2014
Q1 		$39.7M Buy
798,567
+5,976
+0.8% +$278K 1.26% 8
2013
Q4 		$36M Buy
792,591
+14,429
+2% +$623K 1.11% 8
2013
Q3 		$32.2M Sell
778,162
-207,642
-21% -$8.86M 1.13% 10
2013
Q2 		$40.7M Buy
+985,804
New +$38.4M 1.43% 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
Fidelity Investments
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dai-ichi Life Holdings's WFC Position: Q4 2016 in Review

Dai-ichi Life Holdings sold out of Wells Fargo (WFC) in Q4 2016, closing a stake of 523,844 shares — an estimated $23.2M sold.

Dai-ichi Life Holdings first reported a position in WFC in Q2 2013 and held it in 14 quarters. The position peaked at $42.3M in Q1 2015. 1,945 funds tracked by Wall St. Rank hold WFC as of Q4 2016.

  • Dai-ichi Life Holdings reported no remaining Wells Fargo position as of Q4 2016 after selling out during the quarter.
  • Dai-ichi Life Holdings sold 523,844 Wells Fargo shares in Q4 2016, an estimated $23.2M.
  • Dai-ichi Life Holdings first reported a position in Wells Fargo in Q2 2013 and held it in 14 quarters.
  • Dai-ichi Life Holdings's Wells Fargo position peaked at $42.3M in Q1 2015.
  • 1,945 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2016.

Based on Dai-ichi Life Holdings's 13F filing for Q4 2016, filed 14 Feb 2017.