Guardian Investor Services’s Wells Fargo WFC Stock Holding History

Guardian Investor Services’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
2015 Q1	$1.76M	Sell	32,379 -283	-0.9%	-$15.3K	1.39%	7
2014 Q4	$1.79M	Sell	32,662 -1,036	-3%	-$54.8K	1.42%	7
2014 Q3	$1.75M	Sell	33,698 -1,919	-5%	-$98.7K	1.41%	8
2014 Q2	$1.87M	Sell	35,617 -1,346	-4%	-$67.7K	1.44%	7
2014 Q1	$1.84M	Sell	36,963 -1,760	-5%	-$82K	1.43%	7
2013 Q4	$1.76M	Sell	38,723 -739	-2%	-$31.9K	1.33%	10
2013 Q3	$1.63M	Sell	39,462 -356	-0.9%	-$15.2K	1.36%	10
2013 Q2	$1.64M	Buy	+39,818	New	+$1.55M	1.41%	10

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 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

Guardian Investor Services's WFC Position: Q1 2015 in Review

Guardian Investor Services reduced its Wells Fargo (WFC) stake by 0.87% in Q1 2015, selling an estimated $15.3K and leaving 32,379 shares worth $1.76M. The position accounts for 1.39% of the portfolio, ranked #7.

Guardian Investor Services first reported a position in WFC in Q2 2013 and has held it in 8 quarters since. The position peaked at $1.87M in Q2 2014. 1,768 funds tracked by Wall St. Rank hold WFC as of Q1 2015.

Guardian Investor Services held 32,379 shares of Wells Fargo worth $1.76M as of Q1 2015.
Guardian Investor Services sold 283 Wells Fargo shares in Q1 2015, an estimated $15.3K.
Wells Fargo made up 1.39% of Guardian Investor Services's portfolio in Q1 2015, its #7 holding.
Guardian Investor Services first reported a position in Wells Fargo in Q2 2013 and has held it in 8 quarters since.
Guardian Investor Services's Wells Fargo position peaked at $1.87M in Q2 2014.
1,768 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.