First National Bank of Mount Dora’s Wells Fargo WFC Stock Holding History

First National Bank of Mount Dora’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 Q3	–	Sell	-72,597	Closed	-$3.44M	–	81
2016 Q2	$3.44M	Buy	72,597 +3,288	+5%	+$160K	1.97%	15
2016 Q1	$3.35M	Buy	69,309 +1,499	+2%	+$73.4K	1.98%	13
2015 Q4	$3.69M	Buy	67,810 +1,179	+2%	+$64K	2.17%	10
2015 Q3	$3.42M	Buy	66,631 +6,334	+11%	+$348K	2.09%	11
2015 Q2	$3.39M	Buy	60,297 +615	+1%	+$34.3K	1.89%	16
2015 Q1	$3.25M	Buy	59,682 +38,551	+182%	+$2.08M	1.75%	19
2014 Q4	$1.16M	Buy	21,131 +5,480	+35%	+$290K	0.65%	57
2014 Q3	$812K	Buy	15,651 +8,610	+122%	+$443K	0.48%	65
2014 Q2	$370K	Hold	7,041	–	–	0.22%	79
2014 Q1	$350K	Sell	7,041 -1,079	-13%	-$50.3K	0.21%	82
2013 Q4	$369K	Hold	8,120	–	–	0.24%	77
2013 Q3	$335K	Hold	8,120	–	–	0.24%	78
2013 Q2	$335K	Buy	+8,120	New	+$316K	0.25%	75

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

BIT

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

First National Bank of Mount Dora's WFC Position: Q3 2016 in Review

First National Bank of Mount Dora sold out of Wells Fargo (WFC) in Q3 2016, closing a stake of 72,597 shares — an estimated $3.44M sold.

First National Bank of Mount Dora first reported a position in WFC in Q2 2013 and held it in 13 quarters. The position peaked at $3.69M in Q4 2015. 1,890 funds tracked by Wall St. Rank hold WFC as of Q3 2016.

First National Bank of Mount Dora reported no remaining Wells Fargo position as of Q3 2016 after selling out during the quarter.
First National Bank of Mount Dora sold 72,597 Wells Fargo shares in Q3 2016, an estimated $3.44M.
First National Bank of Mount Dora first reported a position in Wells Fargo in Q2 2013 and held it in 13 quarters.
First National Bank of Mount Dora's Wells Fargo position peaked at $3.69M in Q4 2015.
1,890 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2016.

Based on First National Bank of Mount Dora's 13F filing for Q3 2016, filed 5 Oct 2016.