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Douglas C. Lane & Associates’s Wells Fargo WFC Stock Holding History

Douglas C. Lane & Associates’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
2015
Q4 		$2.43M Sell
44,679
-2,597
-5% -$141K 0.07% 139
2015
Q3 		$2.43M Buy
47,276
+5,922
+14% +$326K 0.07% 138
2015
Q2 		$2.33M Sell
41,354
-1,698
-4% -$94.7K 0.06% 138
2015
Q1 		$2.34M Buy
43,052
+3,789
+10% +$205K 0.06% 134
2014
Q4 		$2.15M Buy
39,263
+5,601
+17% +$297K 0.06% 133
2014
Q3 		$1.75M Buy
33,662
+11,344
+51% +$584K 0.05% 133
2014
Q2 		$1.17M Buy
22,318
+2,091
+10% +$105K 0.04% 139
2014
Q1 		$1.01M Buy
20,227
+2,470
+14% +$115K 0.03% 139
2013
Q4 		$806K Buy
17,757
+787
+5% +$34K 0.03% 140
2013
Q3 		$701K Sell
16,970
-3,860
-19% -$165K 0.03% 143
2013
Q2 		$860K Buy
+20,830
New +$812K 0.03% 137

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
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
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

Douglas C. Lane & Associates's WFC Position: Q4 2015 in Review

Douglas C. Lane & Associates reduced its Wells Fargo (WFC) stake by 5.5% in Q4 2015, selling an estimated $141K and leaving 44,679 shares worth $2.43M. The position accounts for 0.07% of the portfolio, ranked #139.

Douglas C. Lane & Associates first reported a position in WFC in Q2 2013 and has held it in 11 quarters since. 1,899 funds tracked by Wall St. Rank hold WFC as of Q4 2015.

  • Douglas C. Lane & Associates held 44,679 shares of Wells Fargo worth $2.43M as of Q4 2015.
  • Douglas C. Lane & Associates sold 2,597 Wells Fargo shares in Q4 2015, an estimated $141K.
  • Wells Fargo made up 0.07% of Douglas C. Lane & Associates's portfolio in Q4 2015, its #139 holding.
  • Douglas C. Lane & Associates first reported a position in Wells Fargo in Q2 2013 and has held it in 11 quarters since.
  • 1,899 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2015.

Based on Douglas C. Lane & Associates's 13F filing for Q4 2015, filed 25 Jan 2016.