EAM
WFC icon

Edge Asset Management’s Wells Fargo WFC Stock Holding History

Edge Asset Management’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
2017
Q1 		$158M Sell
2,837,921
-206,597
-7% -$11.7M 1.19% 14
2016
Q4 		$168M Buy
3,044,518
+155,128
+5% +$7.8M 1.3% 12
2016
Q3 		$128M Buy
2,889,390
+5,003
+0.2% +$239K 1.07% 19
2016
Q2 		$137M Sell
2,884,387
-133,301
-4% -$6.5M 1.22% 13
2016
Q1 		$146M Sell
3,017,688
-1,617
-0.1% -$79.2K 1.4% 9
2015
Q4 		$164M Sell
3,019,305
-22,695
-0.7% -$1.23M 1.59% 8
2015
Q3 		$156M Sell
3,042,000
-74,297
-2% -$4.09M 1.56% 7
2015
Q2 		$175M Buy
3,116,297
+186,102
+6% +$10.4M 1.59% 6
2015
Q1 		$159M Buy
2,930,195
+75,240
+3% +$4.07M 1.38% 8
2014
Q4 		$157M Sell
2,854,955
-91,473
-3% -$4.84M 1.51% 5
2014
Q3 		$153M Buy
2,946,428
+68,375
+2% +$3.52M 1.53% 5
2014
Q2 		$151M Sell
2,878,053
-28,192
-1% -$1.42M 1.52% 8
2014
Q1 		$145M Sell
2,906,245
-12,082
-0.4% -$563K 1.53% 8
2013
Q4 		$132M Sell
2,918,327
-3,019,228
-51% -$130M 1.44% 11
2013
Q3 		$245M Buy
5,937,555
+2,958,116
+99% +$126M 1.5% 10
2013
Q2 		$123M Buy
+2,979,439
New +$116M 1.54% 7

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return