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Edgar Wachenheim’s Wells Fargo WFC Stock Holding History

Edgar Wachenheim’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
-1,166,104
Closed -$56.4M – 23
2016
Q1 		$56.4M Sell
1,166,104
-40,800
-3% -$2M 1.08% 17
2015
Q4 		$65.6M Buy
1,206,904
+1,204
+0.1% +$65.4K 1.25% 15
2015
Q3 		$61.9M Sell
1,205,700
-600
-0% -$33K 1.24% 15
2015
Q2 		$67.8M Sell
1,206,300
-22,900
-2% -$1.28M 1.24% 15
2015
Q1 		$66.9M Buy
1,229,200
+773,700
+170% +$41.8M 1.2% 15
2014
Q4 		$25M Buy
+455,500
New +$24.1M 0.45% 18
2014
Q2 		– Sell
-92,000
Closed -$4.58M – 27
2014
Q1 		$4.58M Buy
+92,000
New +$4.29M 0.09% 21

Other funds holding WFC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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 $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Edgar Wachenheim's WFC Position: Q2 2016 in Review

Edgar Wachenheim sold out of Wells Fargo (WFC) in Q2 2016, closing a stake of 1,166,104 shares — an estimated $56.4M sold.

Edgar Wachenheim first reported a position in WFC in Q1 2014 and held it in 7 quarters. The position peaked at $67.8M in Q2 2015. 1,897 funds tracked by Wall St. Rank hold WFC as of Q2 2016.

  • Edgar Wachenheim reported no remaining Wells Fargo position as of Q2 2016 after selling out during the quarter.
  • Edgar Wachenheim sold 1,166,104 Wells Fargo shares in Q2 2016, an estimated $56.4M.
  • Edgar Wachenheim first reported a position in Wells Fargo in Q1 2014 and held it in 7 quarters.
  • Edgar Wachenheim's Wells Fargo position peaked at $67.8M in Q2 2015.
  • 1,897 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2016.

Based on Greenhaven Associates's 13F filing for Q2 2016, filed 3 Aug 2016.