EA
WFC.WS

Echinus Advisors’s Wells Fargo & Company Ws WFC.WS Stock Holding History

Echinus Advisors’s Portfolio WFC.WS Stock Details WFC.WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-161,165
Closed -$3.48M – 11
2017
Q3 		$3.48M Sell
161,165
-219,606
-58% -$4.32M 0.82% 10
2017
Q2 		$8.45M Hold
380,771
– – 2.22% 8
2017
Q1 		$8.45M Buy
380,771
+22,670
+6% +$525K 2.44% 8
2016
Q4 		$7.64M Buy
358,101
+16,000
+5% +$279K 2.48% 9
2016
Q3 		$4.27M Hold
342,101
– – 1.52% 9
2016
Q2 		$4.66M Hold
342,101
– – 1.68% 10
2016
Q1 		$5.35M Hold
342,101
– – 1.76% 9
2015
Q4 		$7.01M Hold
342,101
– – 2.43% 9
2015
Q3 		$6.19M Buy
342,101
+138,250
+68% +$2.95M 2.21% 10
2015
Q2 		$4.58M Hold
203,851
– – 1.72% 10
2015
Q1 		$4.18M Buy
203,851
+24,690
+14% +$505K 1.72% 9
2014
Q4 		$3.83M Buy
+179,161
New +$3.69M 2.08% 9

Other funds holding WFC.WS

CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
CAM
Chou Associates Management Toronto, Ontario, Canada $210M AUM 15.42% 1-Year Est. Return
PCM
Punch Card Management Winter Park, Florida $271M AUM 11.49% 1-Year Est. Return
WIM
Wittenberg Investment Management Carlisle, Massachusetts $269M AUM 28.17% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return

Echinus Advisors's WFC.WS Position: Q4 2017 in Review

Echinus Advisors sold out of Wells Fargo & Company Ws (WFC.WS) in Q4 2017, closing a stake of 161,165 shares — an estimated $3.48M sold.

Echinus Advisors first reported a position in WFC.WS in Q4 2014 and held it in 12 quarters. The position peaked at $8.45M in Q2 2017. 32 funds tracked by Wall St. Rank hold WFC.WS as of Q4 2017.

  • Echinus Advisors reported no remaining Wells Fargo & Company Ws position as of Q4 2017 after selling out during the quarter.
  • Echinus Advisors sold 161,165 Wells Fargo & Company Ws shares in Q4 2017, an estimated $3.48M.
  • Echinus Advisors first reported a position in Wells Fargo & Company Ws in Q4 2014 and held it in 12 quarters.
  • Echinus Advisors's Wells Fargo & Company Ws position peaked at $8.45M in Q2 2017.
  • 32 funds tracked by Wall St. Rank held Wells Fargo & Company Ws as of Q4 2017.

Based on Echinus Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.