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Glenhill Advisors’s Wells Fargo WFC Stock Holding History

Glenhill Advisors’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
Q3 		– Sell
-7,196
Closed -$378K – 88
2014
Q2 		$378K Sell
7,196
-5,579
-44% -$280K 0.03% 67
2014
Q1 		$635K Buy
12,775
+5,242
+70% +$244K 0.06% 67
2013
Q4 		$342K Sell
7,533
-87,451
-92% -$3.78M 0.03% 66
2013
Q3 		$3.92M Buy
+94,984
New +$4.05M 0.39% 65

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Glenhill Advisors's WFC Position: Q3 2014 in Review

Glenhill Advisors sold out of Wells Fargo (WFC) in Q3 2014, closing a stake of 7,196 shares — an estimated $378K sold.

Glenhill Advisors first reported a position in WFC in Q3 2013 and held it in 4 quarters. The position peaked at $3.92M in Q3 2013. 1,673 funds tracked by Wall St. Rank hold WFC as of Q3 2014.

  • Glenhill Advisors reported no remaining Wells Fargo position as of Q3 2014 after selling out during the quarter.
  • Glenhill Advisors sold 7,196 Wells Fargo shares in Q3 2014, an estimated $378K.
  • Glenhill Advisors first reported a position in Wells Fargo in Q3 2013 and held it in 4 quarters.
  • Glenhill Advisors's Wells Fargo position peaked at $3.92M in Q3 2013.
  • 1,673 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2014.

Based on Glenhill Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.