Family Capital Trust’s Wells Fargo WFC Stock Holding History

Family Capital Trust’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 Q1	–	Sell	-200	Closed	-$11K	–	76
2015 Q4	$11K	Hold	200	–	–	0.01%	72
2015 Q3	$10K	Hold	200	–	–	0.01%	79
2015 Q2	$11K	Buy	+200	New	+$11.2K	0.01%	98
2015 Q1	–	Sell	-139	Closed	-$8K	–	94
2014 Q4	$8K	Buy	+139	New	+$7.36K	﹤0.01%	92

Other funds holding WFC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Family Capital Trust's WFC Position: Q1 2016 in Review

Family Capital Trust sold out of Wells Fargo (WFC) in Q1 2016, closing a stake of 200 shares — an estimated $11K sold.

Family Capital Trust first reported a position in WFC in Q4 2014 and held it in 4 quarters. The position peaked at $11K in Q4 2015. 1,900 funds tracked by Wall St. Rank hold WFC as of Q1 2016.

Family Capital Trust reported no remaining Wells Fargo position as of Q1 2016 after selling out during the quarter.
Family Capital Trust sold 200 Wells Fargo shares in Q1 2016, an estimated $11K.
Family Capital Trust first reported a position in Wells Fargo in Q4 2014 and held it in 4 quarters.
Family Capital Trust's Wells Fargo position peaked at $11K in Q4 2015.
1,900 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2016.

Based on Family Capital Trust's 13F filing for Q1 2016, filed 22 Apr 2016.