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Gruss Capital Management’s Wells Fargo WFC Stock Holding History

Gruss Capital Management’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
Q2 		– Sell
-1,200,000
Closed -$66.8M – 39
2017
Q1 		$66.8M Sell
1,200,000
-3,100,000
-72% -$176M 4.89% 5
2016
Q4 		$237M Buy
4,300,000
+1,340,000
+45% +$67.4M 5.66% 5
2016
Q3 		$131M Buy
+2,960,000
New +$142M 3.64% 8

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Gruss Capital Management's WFC Position: Q4 2016 in Review

Gruss Capital Management sold out of Wells Fargo (WFC) in Q4 2016, closing a stake of 3,100,000 shares — an estimated $156M sold.

Gruss Capital Management first reported a position in WFC in Q3 2016 and held it in 1 quarter. The position peaked at $137M in Q3 2016. 1,945 funds tracked by Wall St. Rank hold WFC as of Q4 2016.

  • Gruss Capital Management reported no remaining Wells Fargo position as of Q4 2016 after selling out during the quarter.
  • Gruss Capital Management sold 3,100,000 Wells Fargo shares in Q4 2016, an estimated $156M.
  • Gruss Capital Management first reported a position in Wells Fargo in Q3 2016 and held it in 1 quarter.
  • Gruss Capital Management's Wells Fargo position peaked at $137M in Q3 2016.
  • 1,945 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2016.

Based on Gruss Capital Management's 13F filing for Q4 2016, filed 13 Feb 2017.