GIM
WFC icon

Gyrus Investment Management’s Wells Fargo WFC Stock Holding History

Gyrus Investment 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
2015
Q2 		– Sell
-179,274
Closed -$9.75M – 84
2015
Q1 		$9.75M Buy
179,274
+6,075
+4% +$328K 1.62% 17
2014
Q4 		$9.49M Buy
173,199
+800
+0.5% +$42.4K 1.57% 18
2014
Q3 		$8.94M Buy
172,399
+12,025
+7% +$619K 1.57% 17
2014
Q2 		$8.43M Buy
160,374
+149,900
+1,431% +$7.54M 1.51% 22
2014
Q1 		$575K Sell
10,474
-2,189
-17% -$102K 0.1% 97
2013
Q4 		$611K Sell
12,663
-138,029
-92% -$5.96M 0.13% 87
2013
Q3 		$6.4M Buy
150,692
+89
+0.1% +$3.8K 1.4% 28
2013
Q2 		$6.56M Buy
+150,603
New +$5.87M 1.48% 27

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
Wellington Management Group
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
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

Gyrus Investment Management's WFC Position: Q2 2015 in Review

Gyrus Investment Management sold out of Wells Fargo (WFC) in Q2 2015, closing a stake of 179,274 shares — an estimated $9.75M sold.

Gyrus Investment Management first reported a position in WFC in Q2 2013 and held it in 8 quarters. The position peaked at $9.75M in Q1 2015. 1,827 funds tracked by Wall St. Rank hold WFC as of Q2 2015.

  • Gyrus Investment Management reported no remaining Wells Fargo position as of Q2 2015 after selling out during the quarter.
  • Gyrus Investment Management sold 179,274 Wells Fargo shares in Q2 2015, an estimated $9.75M.
  • Gyrus Investment Management first reported a position in Wells Fargo in Q2 2013 and held it in 8 quarters.
  • Gyrus Investment Management's Wells Fargo position peaked at $9.75M in Q1 2015.
  • 1,827 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2015.

Based on Gyrus Investment Management's 13F filing for Q2 2015.