GS
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GAM Systematic’s Wells Fargo WFC Stock Holding History

GAM Systematic’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
2017
Q3 		$131K Buy
+2,375
New +$126K 0.02% 528
2016
Q2 		– Sell
-4,584
Closed -$222K – 689
2016
Q1 		$222K Sell
4,584
-2,463
-35% -$121K 0.06% 460
2015
Q4 		$383K Sell
7,047
-2,097
-23% -$114K 0.11% 350
2015
Q3 		$470K Sell
9,144
-4,241
-32% -$233K 0.11% 355
2015
Q2 		$753K Buy
+13,385
New +$746K 0.1% 284
2015
Q1 		– Sell
-20,162
Closed -$1.1M – 417
2014
Q4 		$1.1M Buy
+20,162
New +$1.07M 0.22% 193

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

GAM Systematic's WFC Position: Q3 2017 in Review

GAM Systematic opened a new position in Wells Fargo (WFC) in Q3 2017: 2,375 shares worth $131K. The stake represents 0.02% of the portfolio and ranks #528 among its holdings. This is a return to the name: GAM Systematic previously reported a position in WFC as recently as Q1 2016.

GAM Systematic first reported a position in WFC in Q4 2014 and has held it in 6 quarters since. The position peaked at $1.1M in Q4 2014. 1,865 funds tracked by Wall St. Rank hold WFC as of Q3 2017.

  • GAM Systematic held 2,375 shares of Wells Fargo worth $131K as of Q3 2017.
  • Wells Fargo was a new GAM Systematic position in Q3 2017.
  • Wells Fargo made up 0.02% of GAM Systematic's portfolio in Q3 2017, its #528 holding.
  • GAM Systematic first reported a position in Wells Fargo in Q4 2014 and has held it in 6 quarters since.
  • GAM Systematic's Wells Fargo position peaked at $1.1M in Q4 2014.
  • 1,865 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2017.

Based on GAM Systematic's 13F filing for Q3 2017, filed 14 Nov 2017.