GlobalBridge’s Wells Fargo WFC Stock Holding History

GlobalBridge’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 Q1	$1.25M	Buy	25,158 +1,044	+4%	+$48.6K	0.58%	37
2013 Q4	$1.09M	Sell	24,114 -1,305	-5%	-$56.4K	0.54%	41
2013 Q3	$1.05M	Sell	25,419 -995	-4%	-$42.5K	0.56%	40
2013 Q2	$1.09M	Buy	+26,414	New	+$1.03M	0.59%	35

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

GlobalBridge's WFC Position: Q1 2014 in Review

GlobalBridge increased its Wells Fargo (WFC) stake by 4.3% in Q1 2014, buying an estimated $48.6K and bringing the position to 25,158 shares worth $1.25M. The position accounts for 0.58% of the portfolio, ranked #37.

GlobalBridge first reported a position in WFC in Q2 2013 and has held it in 4 quarters since. 1,646 funds tracked by Wall St. Rank hold WFC as of Q1 2014.

GlobalBridge held 25,158 shares of Wells Fargo worth $1.25M as of Q1 2014.
GlobalBridge bought 1,044 Wells Fargo shares in Q1 2014, an estimated $48.6K.
Wells Fargo made up 0.58% of GlobalBridge's portfolio in Q1 2014, its #37 holding.
GlobalBridge first reported a position in Wells Fargo in Q2 2013 and has held it in 4 quarters since.
1,646 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2014.

Based on GlobalBridge's 13F filing for Q1 2014, filed 8 Apr 2014.