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Espalier Global Management’s Wells Fargo WFC Stock Holding History

Espalier Global 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
2014
Q2 		– Sell
-325,000
Closed -$16.2M – 137
2014
Q1 		$16.2M Buy
+325,000
New +$15.1M 0.9% 19

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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 $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Espalier Global Management's WFC Position: Q2 2014 in Review

Espalier Global Management sold out of Wells Fargo (WFC) in Q2 2014, closing a stake of 325,000 shares — an estimated $16.2M sold.

Espalier Global Management first reported a position in WFC in Q1 2014 and held it in 1 quarter. The position peaked at $16.2M in Q1 2014. 1,650 funds tracked by Wall St. Rank hold WFC as of Q2 2014.

  • Espalier Global Management reported no remaining Wells Fargo position as of Q2 2014 after selling out during the quarter.
  • Espalier Global Management sold 325,000 Wells Fargo shares in Q2 2014, an estimated $16.2M.
  • Espalier Global Management first reported a position in Wells Fargo in Q1 2014 and held it in 1 quarter.
  • Espalier Global Management's Wells Fargo position peaked at $16.2M in Q1 2014.
  • 1,650 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2014.

Based on Espalier Global Management's 13F filing for Q2 2014, filed 14 Aug 2014.