Edmond de Rothschild (Suisse)’s Wells Fargo WFC Stock Holding History

Edmond de Rothschild (Suisse)’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 Q3	$283K	Sell	6,400 -376	-6%	-$18K	0.09%	187
2016 Q2	$321K	Buy	6,776 +1,334	+25%	+$65K	0.11%	149
2016 Q1	$263K	Buy	5,442 +1,940	+55%	+$95K	0.11%	133
2015 Q4	$190K	Buy	3,502 +1,644	+88%	+$89.3K	0.07%	146
2015 Q3	$95K	Sell	1,858 -218	-11%	-$12K	0.03%	212
2015 Q2	$117K	Buy	+2,076	New	+$116K	0.04%	200

Other funds holding WFC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Edmond de Rothschild (Suisse)'s WFC Position: Q3 2016 in Review

Edmond de Rothschild (Suisse) reduced its Wells Fargo (WFC) stake by 5.5% in Q3 2016, selling an estimated $18K and leaving 6,400 shares worth $283K. The position accounts for 0.09% of the portfolio, ranked #187.

Edmond de Rothschild (Suisse) first reported a position in WFC in Q2 2015 and has held it in 6 quarters since. The position peaked at $321K in Q2 2016. 1,892 funds tracked by Wall St. Rank hold WFC as of Q3 2016.

Edmond de Rothschild (Suisse) held 6,400 shares of Wells Fargo worth $283K as of Q3 2016.
Edmond de Rothschild (Suisse) sold 376 Wells Fargo shares in Q3 2016, an estimated $18K.
Wells Fargo made up 0.09% of Edmond de Rothschild (Suisse)'s portfolio in Q3 2016, its #187 holding.
Edmond de Rothschild (Suisse) first reported a position in Wells Fargo in Q2 2015 and has held it in 6 quarters since.
Edmond de Rothschild (Suisse)'s Wells Fargo position peaked at $321K in Q2 2016.
1,892 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2016.

Based on Edmond de Rothschild (Suisse)'s 13F filing for Q3 2016, filed 14 Nov 2016.