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Hamel Associates’s Wells Fargo WFC Stock Holding History

Hamel Associates’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
2016
Q3 		– Sell
-54,757
Closed -$2.59M – 85
2016
Q2 		$2.59M Buy
54,757
+39,410
+257% +$1.92M 1.34% 28
2016
Q1 		$742K Buy
15,347
+475
+3% +$23.3K 0.39% 56
2015
Q4 		$808K Sell
14,872
-297
-2% -$16.1K 0.52% 50
2015
Q3 		$779K Buy
15,169
+250
+2% +$13.7K 0.55% 52
2015
Q2 		$839K Sell
14,919
-3,350
-18% -$187K 0.55% 52
2015
Q1 		$994K Buy
18,269
+10,622
+139% +$574K 0.66% 52
2014
Q4 		$419K Sell
7,647
-45
-0.6% -$2.38K 0.27% 78
2014
Q3 		$399K Hold
7,692
– – 0.27% 81
2014
Q2 		$404K Buy
7,692
+1,000
+15% +$50.3K 0.27% 81
2014
Q1 		$333K Hold
6,692
– – 0.23% 82
2013
Q4 		$304K Buy
+6,692
New +$289K 0.21% 82

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Hamel Associates's WFC Position: Q3 2016 in Review

Hamel Associates sold out of Wells Fargo (WFC) in Q3 2016, closing a stake of 54,757 shares — an estimated $2.59M sold.

Hamel Associates first reported a position in WFC in Q4 2013 and held it in 11 quarters. The position peaked at $2.59M in Q2 2016. 1,889 funds tracked by Wall St. Rank hold WFC as of Q3 2016.

  • Hamel Associates reported no remaining Wells Fargo position as of Q3 2016 after selling out during the quarter.
  • Hamel Associates sold 54,757 Wells Fargo shares in Q3 2016, an estimated $2.59M.
  • Hamel Associates first reported a position in Wells Fargo in Q4 2013 and held it in 11 quarters.
  • Hamel Associates's Wells Fargo position peaked at $2.59M in Q2 2016.
  • 1,889 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2016.

Based on Hamel Associates's 13F filing for Q3 2016, filed 14 Nov 2016.