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Haber Trilix Advisors’s Wells Fargo WFC Stock Holding History

Haber Trilix 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
2013
Q2 		$60K Buy
+1,460
New +$56.9K 0.01% 227

Other funds holding WFC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Haber Trilix Advisors's WFC Position: Q2 2013 in Review

Haber Trilix Advisors opened a new position in Wells Fargo (WFC) in Q2 2013: 1,460 shares worth $60K. The stake represents 0.01% of the portfolio and ranks #227 among its holdings.

1,482 funds tracked by Wall St. Rank hold WFC as of Q2 2013.

  • Haber Trilix Advisors held 1,460 shares of Wells Fargo worth $60K as of Q2 2013.
  • Wells Fargo was a new Haber Trilix Advisors position in Q2 2013.
  • Wells Fargo made up 0.01% of Haber Trilix Advisors's portfolio in Q2 2013, its #227 holding.
  • 1,482 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2013.

Based on Haber Trilix Advisors's 13F filing for Q2 2013, filed 14 Aug 2013.