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Handelsinvest Investeringsforvaltning’s Wells Fargo WFC Stock Holding History

Handelsinvest Investeringsforvaltning’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
Q2 		– Sell
-23,100
Closed -$1.12M – 116
2016
Q1 		$1.12M Buy
23,100
+1,600
+7% +$78.3K 0.38% 90
2015
Q4 		$1.17M Buy
+21,500
New +$1.17M 0.41% 80

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 $3.37T AUM 44.26% 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 16.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Handelsinvest Investeringsforvaltning's WFC Position: Q2 2016 in Review

Handelsinvest Investeringsforvaltning sold out of Wells Fargo (WFC) in Q2 2016, closing a stake of 23,100 shares — an estimated $1.12M sold.

Handelsinvest Investeringsforvaltning first reported a position in WFC in Q4 2015 and held it in 2 quarters. The position peaked at $1.17M in Q4 2015. 1,897 funds tracked by Wall St. Rank hold WFC as of Q2 2016.

  • Handelsinvest Investeringsforvaltning reported no remaining Wells Fargo position as of Q2 2016 after selling out during the quarter.
  • Handelsinvest Investeringsforvaltning sold 23,100 Wells Fargo shares in Q2 2016, an estimated $1.12M.
  • Handelsinvest Investeringsforvaltning first reported a position in Wells Fargo in Q4 2015 and held it in 2 quarters.
  • Handelsinvest Investeringsforvaltning's Wells Fargo position peaked at $1.17M in Q4 2015.
  • 1,897 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2016.

Based on Handelsinvest Investeringsforvaltning's 13F filing for Q2 2016, filed 8 Aug 2016.