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EverPoint Asset Management’s Wells Fargo WFC Stock Holding History

EverPoint 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
2016
Q4 		$16.5M Buy
+300,000
New +$15.1M 0.31% 85

Other funds holding WFC

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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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EverPoint Asset Management's WFC Position: Q4 2016 in Review

EverPoint Asset Management sold out of Wells Fargo (WFC) in Q4 2016, closing a stake of 500,000 shares — an estimated $25.1M sold.

EverPoint Asset Management first reported a position in WFC in Q3 2016 and held it in 1 quarter. The position peaked at $22.1M in Q3 2016. 1,945 funds tracked by Wall St. Rank hold WFC as of Q4 2016.

  • EverPoint Asset Management reported no remaining Wells Fargo position as of Q4 2016 after selling out during the quarter.
  • EverPoint Asset Management sold 500,000 Wells Fargo shares in Q4 2016, an estimated $25.1M.
  • EverPoint Asset Management first reported a position in Wells Fargo in Q3 2016 and held it in 1 quarter.
  • EverPoint Asset Management's Wells Fargo position peaked at $22.1M in Q3 2016.
  • 1,945 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2016.

Based on EverPoint Asset Management's 13F filing for Q4 2016, filed 14 Feb 2017.