Darrell & King’s Wells Fargo WFC Stock Holding History

Darrell & King’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 Q2	–	Sell	-5,182	Closed	-$251K	–	54
2016 Q1	$251K	Sell	5,182 -536,191	-99%	-$26.3M	0.05%	44
2015 Q4	$29.4M	Buy	+541,373	New	+$29.4M	4.91%	10

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

BIT

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Darrell & King's WFC Position: Q2 2016 in Review

Darrell & King sold out of Wells Fargo (WFC) in Q2 2016, closing a stake of 5,182 shares — an estimated $251K sold.

Darrell & King first reported a position in WFC in Q4 2015 and held it in 2 quarters. The position peaked at $29.4M in Q4 2015. 1,896 funds tracked by Wall St. Rank hold WFC as of Q2 2016.

Darrell & King reported no remaining Wells Fargo position as of Q2 2016 after selling out during the quarter.
Darrell & King sold 5,182 Wells Fargo shares in Q2 2016, an estimated $251K.
Darrell & King first reported a position in Wells Fargo in Q4 2015 and held it in 2 quarters.
Darrell & King's Wells Fargo position peaked at $29.4M in Q4 2015.
1,896 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2016.

Based on Darrell & King's 13F filing for Q2 2016, filed 11 Aug 2016.