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Endex Capital Management’s Wells Fargo WFC Stock Holding History

Endex Capital 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
2013
Q4 		$1.7M Hold
37,419
– – 1.58% 8
2013
Q3 		$1.55M Hold
37,419
– – 1.59% 8
2013
Q2 		$1.54M Buy
+37,419
New +$1.46M 1.65% 8

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
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
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

Endex Capital Management's WFC Position: Q4 2013 in Review

Endex Capital Management held its Wells Fargo (WFC) position steady in Q4 2013 at 37,419 shares worth $1.7M. The position accounts for 1.58% of the portfolio, ranked #8.

Endex Capital Management first reported a position in WFC in Q2 2013 and has held it in 3 quarters since. 1,619 funds tracked by Wall St. Rank hold WFC as of Q4 2013.

  • Endex Capital Management held 37,419 shares of Wells Fargo worth $1.7M as of Q4 2013.
  • Endex Capital Management left its Wells Fargo share count unchanged in Q4 2013.
  • Wells Fargo made up 1.58% of Endex Capital Management's portfolio in Q4 2013, its #8 holding.
  • Endex Capital Management first reported a position in Wells Fargo in Q2 2013 and has held it in 3 quarters since.
  • 1,619 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2013.

Based on Endex Capital Management's 13F filing for Q4 2013, filed 14 Feb 2014.