DD
WFC icon

Dominick & Dominick’s Wells Fargo WFC Stock Holding History

Dominick & Dominick’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
Q4 		$889K Buy
16,225
+175
+1% +$9.26K 0.45% 79
2014
Q3 		$833K Hold
16,050
– – 0.4% 78
2014
Q2 		$844K Sell
16,050
-467
-3% -$23.5K 0.41% 74
2014
Q1 		$822K Buy
16,517
+3,417
+26% +$159K 0.4% 82
2013
Q4 		$595K Sell
13,100
-3,015
-19% -$130K 0.28% 100
2013
Q3 		$666K Sell
16,115
-449
-3% -$19.2K 0.37% 83
2013
Q2 		$684K Buy
+16,564
New +$645K 0.4% 79

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dominick & Dominick's WFC Position: Q4 2014 in Review

Dominick & Dominick increased its Wells Fargo (WFC) stake by 1.1% in Q4 2014, buying an estimated $9.26K and bringing the position to 16,225 shares worth $889K. The position accounts for 0.45% of the portfolio, ranked #79.

Dominick & Dominick first reported a position in WFC in Q2 2013 and has held it in 7 quarters since. 1,788 funds tracked by Wall St. Rank hold WFC as of Q4 2014.

  • Dominick & Dominick held 16,225 shares of Wells Fargo worth $889K as of Q4 2014.
  • Dominick & Dominick bought 175 Wells Fargo shares in Q4 2014, an estimated $9.26K.
  • Wells Fargo made up 0.45% of Dominick & Dominick's portfolio in Q4 2014, its #79 holding.
  • Dominick & Dominick first reported a position in Wells Fargo in Q2 2013 and has held it in 7 quarters since.
  • 1,788 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2014.

Based on Dominick & Dominick's 13F filing for Q4 2014, filed 22 Jan 2015.