Fiduciary Services Corp’s Wells Fargo WFC Stock Holding History

Fiduciary Services Corp’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
2015 Q1	$3.29M	Buy	60,412 +3,789	+7%	+$205K	1.08%	30
2014 Q4	$3.1M	Buy	56,623 +1,267	+2%	+$67.1K	1.07%	32
2014 Q3	$2.87M	Buy	55,356 +5,073	+10%	+$261K	1.05%	33
2014 Q2	$2.64M	Buy	50,283 +2,138	+4%	+$107K	0.99%	36
2014 Q1	$2.4M	Sell	48,145 -582	-1%	-$27.1K	0.95%	35
2013 Q4	$2.21M	Buy	48,727 +651	+1%	+$28.1K	0.89%	40
2013 Q3	$1.99M	Sell	48,076 -10,489	-18%	-$448K	0.88%	41
2013 Q2	$2.42M	Buy	+58,565	New	+$2.28M	1.07%	34

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BIT

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Fiduciary Services Corp's WFC Position: Q1 2015 in Review

Fiduciary Services Corp increased its Wells Fargo (WFC) stake by 6.7% in Q1 2015, buying an estimated $205K and bringing the position to 60,412 shares worth $3.29M. The position accounts for 1.08% of the portfolio, ranked #30.

Fiduciary Services Corp first reported a position in WFC in Q2 2013 and has held it in 8 quarters since. 1,767 funds tracked by Wall St. Rank hold WFC as of Q1 2015.

Fiduciary Services Corp held 60,412 shares of Wells Fargo worth $3.29M as of Q1 2015.
Fiduciary Services Corp bought 3,789 Wells Fargo shares in Q1 2015, an estimated $205K.
Wells Fargo made up 1.08% of Fiduciary Services Corp's portfolio in Q1 2015, its #30 holding.
Fiduciary Services Corp first reported a position in Wells Fargo in Q2 2013 and has held it in 8 quarters since.
1,767 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2015.

Based on Fiduciary Services Corp's 13F filing for Q1 2015, filed 14 May 2015.