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Diversified Portfolios Inc’s Wells Fargo WFC Stock Holding History

Diversified Portfolios Inc’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
-5,590
Closed -$248K – 52
2016
Q3 		$248K Sell
5,590
-954
-15% -$45.6K 0.16% 36
2016
Q2 		$310K Hold
6,544
– – 0.19% 34
2016
Q1 		$316K Hold
6,544
– – 0.2% 32
2015
Q4 		$356K Sell
6,544
-1,423
-18% -$77.3K 0.23% 29
2015
Q3 		$409K Hold
7,967
– – 0.27% 27
2015
Q2 		$456K Hold
7,967
– – 0.29% 26
2015
Q1 		$433K Hold
7,967
– – 0.27% 30
2014
Q4 		$437K Buy
+7,967
New +$422K 0.26% 41

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

Diversified Portfolios Inc's WFC Position: Q4 2016 in Review

Diversified Portfolios Inc sold out of Wells Fargo (WFC) in Q4 2016, closing a stake of 5,590 shares — an estimated $248K sold.

Diversified Portfolios Inc first reported a position in WFC in Q4 2014 and held it in 8 quarters. The position peaked at $456K in Q2 2015. 1,945 funds tracked by Wall St. Rank hold WFC as of Q4 2016.

  • Diversified Portfolios Inc reported no remaining Wells Fargo position as of Q4 2016 after selling out during the quarter.
  • Diversified Portfolios Inc sold 5,590 Wells Fargo shares in Q4 2016, an estimated $248K.
  • Diversified Portfolios Inc first reported a position in Wells Fargo in Q4 2014 and held it in 8 quarters.
  • Diversified Portfolios Inc's Wells Fargo position peaked at $456K in Q2 2015.
  • 1,945 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2016.

Based on Diversified Portfolios Inc's 13F filing for Q4 2016, filed 13 Feb 2017.