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GCM Grosvenor’s Wells Fargo WFC Stock Holding History

GCM Grosvenor’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
2018
Q1 		$57.5M Buy
1,096,407
+679,700
+163% +$40.4M 13.98% 2
2017
Q4 		$25.3M Sell
416,707
-671,926
-62% -$37.9M 9.63% 4
2017
Q3 		$60M Buy
1,088,633
+223,000
+26% +$11.9M 30.7% 2
2017
Q2 		$48M Buy
865,633
+331,881
+62% +$17.8M 27.18% 1
2017
Q1 		$29.7M Buy
+533,752
New +$30.3M 26.21% 1

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

GCM Grosvenor's WFC Position: Q1 2018 in Review

GCM Grosvenor increased its Wells Fargo (WFC) stake by 163% in Q1 2018, buying an estimated $40.4M and bringing the position to 1,096,407 shares worth $57.5M. The position accounts for 13.98% of the portfolio, ranked #2.

GCM Grosvenor first reported a position in WFC in Q1 2017 and has held it in 5 quarters since. The position peaked at $60M in Q3 2017. 2,009 funds tracked by Wall St. Rank hold WFC as of Q1 2018.

  • GCM Grosvenor held 1,096,407 shares of Wells Fargo worth $57.5M as of Q1 2018.
  • GCM Grosvenor bought 679,700 Wells Fargo shares in Q1 2018, an estimated $40.4M.
  • Wells Fargo made up 13.98% of GCM Grosvenor's portfolio in Q1 2018, its #2 holding.
  • GCM Grosvenor first reported a position in Wells Fargo in Q1 2017 and has held it in 5 quarters since.
  • GCM Grosvenor's Wells Fargo position peaked at $60M in Q3 2017.
  • 2,009 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2018.

Based on GCM Grosvenor's 13F filing for Q1 2018, filed 15 May 2018.