Foundry Partners’s Wells Fargo WFC Stock Holding History

Foundry Partners’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	–	Sell	-3,700	Closed	-$203K	–	283
2014 Q4	$203K	Sell	3,700 -327,495	-99%	-$17.3M	0.02%	239
2014 Q3	$17.2M	Buy	331,195 +17,105	+5%	+$880K	1.59%	6
2014 Q2	$16.5M	Buy	314,090 +44,780	+17%	+$2.25M	1.53%	6
2014 Q1	$13.4M	Sell	269,310 -56,585	-17%	-$2.64M	1.25%	10
2013 Q4	$14.8M	Buy	+325,895	New	+$14.1M	1.33%	11

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

Foundry Partners's WFC Position: Q1 2015 in Review

Foundry Partners sold out of Wells Fargo (WFC) in Q1 2015, closing a stake of 3,700 shares — an estimated $203K sold.

Foundry Partners first reported a position in WFC in Q4 2013 and held it in 5 quarters. The position peaked at $17.2M in Q3 2014. 1,767 funds tracked by Wall St. Rank hold WFC as of Q1 2015.

Foundry Partners reported no remaining Wells Fargo position as of Q1 2015 after selling out during the quarter.
Foundry Partners sold 3,700 Wells Fargo shares in Q1 2015, an estimated $203K.
Foundry Partners first reported a position in Wells Fargo in Q4 2013 and held it in 5 quarters.
Foundry Partners's Wells Fargo position peaked at $17.2M in Q3 2014.
1,767 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2015.

Based on Foundry Partners's 13F filing for Q1 2015, filed 14 Apr 2015.