Fusion Investment Group’s Wells Fargo WFC Stock Holding History

Fusion Investment 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
2015 Q4	$678K	Buy	12,451 +589	+5%	+$32K	1.82%	22
2015 Q3	$609K	Sell	11,862 -926	-7%	-$50.9K	1.44%	24
2015 Q2	$719K	Sell	12,788 -282	-2%	-$15.7K	0.56%	41
2015 Q1	$711K	Buy	13,070 +2,321	+22%	+$125K	0.57%	41
2014 Q4	$567K	Buy	10,749 +7,636	+245%	+$404K	0.48%	48
2014 Q3	$161K	Sell	3,113 -1,281	-29%	-$65.9K	0.14%	85
2014 Q2	$230K	Buy	4,394 +3,513	+399%	+$177K	0.2%	84
2014 Q1	$44K	Buy	881 +631	+252%	+$29.4K	0.04%	128
2013 Q4	$11K	Buy	+250	New	+$10.8K	0.01%	202

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Fusion Investment Group's WFC Position: Q4 2015 in Review

Fusion Investment Group increased its Wells Fargo (WFC) stake by 5% in Q4 2015, buying an estimated $32K and bringing the position to 12,451 shares worth $678K. The position accounts for 1.82% of the portfolio, ranked #22.

Fusion Investment Group first reported a position in WFC in Q4 2013 and has held it in 9 quarters since. The position peaked at $719K in Q2 2015. 1,899 funds tracked by Wall St. Rank hold WFC as of Q4 2015.

Fusion Investment Group held 12,451 shares of Wells Fargo worth $678K as of Q4 2015.
Fusion Investment Group bought 589 Wells Fargo shares in Q4 2015, an estimated $32K.
Wells Fargo made up 1.82% of Fusion Investment Group's portfolio in Q4 2015, its #22 holding.
Fusion Investment Group first reported a position in Wells Fargo in Q4 2013 and has held it in 9 quarters since.
Fusion Investment Group's Wells Fargo position peaked at $719K in Q2 2015.
1,899 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2015.

Based on Fusion Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.