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Founders Bank & Trust’s Wells Fargo WFC Stock Holding History

Founders Bank & 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
2014
Q4 		$908K Buy
16,577
+92
+0.6% +$4.87K 0.48% 34
2014
Q3 		$856K Buy
16,485
+714
+5% +$36.7K 0.48% 34
2014
Q2 		$829K Buy
15,771
+1,194
+8% +$60K 0.46% 36
2014
Q1 		$725K Buy
14,577
+2,178
+18% +$101K 0.42% 43
2013
Q4 		$548K Buy
12,399
+1,968
+19% +$85K 0.32% 48
2013
Q3 		$430K Buy
10,431
+1,155
+12% +$49.3K 0.22% 52
2013
Q2 		$382K Buy
+9,276
New +$361K 0.2% 58

Other funds holding WFC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Founders Bank & Trust's WFC Position: Q4 2014 in Review

Founders Bank & Trust increased its Wells Fargo (WFC) stake by 0.56% in Q4 2014, buying an estimated $4.87K and bringing the position to 16,577 shares worth $908K. The position accounts for 0.48% of the portfolio, ranked #34.

Founders Bank & Trust first reported a position in WFC in Q2 2013 and has held it in 7 quarters since. 1,789 funds tracked by Wall St. Rank hold WFC as of Q4 2014.

  • Founders Bank & Trust held 16,577 shares of Wells Fargo worth $908K as of Q4 2014.
  • Founders Bank & Trust bought 92 Wells Fargo shares in Q4 2014, an estimated $4.87K.
  • Wells Fargo made up 0.48% of Founders Bank & Trust's portfolio in Q4 2014, its #34 holding.
  • Founders Bank & Trust first reported a position in Wells Fargo in Q2 2013 and has held it in 7 quarters since.
  • 1,789 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.