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Financial & Investment Management Group’s Wells Fargo WFC Stock Holding History

Financial & Investment Management Group’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
Q1 		– Sell
-6,945
Closed -$315K – 126
2013
Q4 		$315K Buy
6,945
+101
+1% +$4.36K 0.1% 99
2013
Q3 		$283K Buy
6,844
+1,373
+25% +$58.6K 0.11% 70
2013
Q2 		$226K Buy
+5,471
New +$213K 0.13% 58

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
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

Financial & Investment Management Group's WFC Position: Q1 2014 in Review

Financial & Investment Management Group sold out of Wells Fargo (WFC) in Q1 2014, closing a stake of 6,945 shares — an estimated $315K sold.

Financial & Investment Management Group first reported a position in WFC in Q2 2013 and held it in 3 quarters. The position peaked at $315K in Q4 2013. 1,646 funds tracked by Wall St. Rank hold WFC as of Q1 2014.

  • Financial & Investment Management Group reported no remaining Wells Fargo position as of Q1 2014 after selling out during the quarter.
  • Financial & Investment Management Group sold 6,945 Wells Fargo shares in Q1 2014, an estimated $315K.
  • Financial & Investment Management Group first reported a position in Wells Fargo in Q2 2013 and held it in 3 quarters.
  • Financial & Investment Management Group's Wells Fargo position peaked at $315K in Q4 2013.
  • 1,646 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2014.

Based on Financial & Investment Management Group's 13F filing for Q1 2014, filed 17 Apr 2014.