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Harbour Investment Management’s Wells Fargo WFC Stock Holding History

Harbour 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
2017
Q1 		– Sell
-33,242
Closed -$1.83M – 70
2016
Q4 		$1.83M Sell
33,242
-2,903
-8% -$146K 1.39% 34
2016
Q3 		$1.6M Sell
36,145
-125
-0.3% -$5.98K 1.23% 39
2016
Q2 		$1.72M Buy
36,270
+1,015
+3% +$49.5K 1.31% 31
2016
Q1 		$1.71M Buy
35,255
+5,770
+20% +$283K 1.31% 33
2015
Q4 		$1.6M Sell
29,485
-600
-2% -$32.6K 1.25% 35
2015
Q3 		$1.54M Buy
30,085
+25
+0.1% +$1.38K 1.24% 33
2015
Q2 		$1.69M Sell
30,060
-250
-0.8% -$13.9K 1.27% 31
2015
Q1 		$1.65M Sell
30,310
-1,550
-5% -$83.8K 1.21% 34
2014
Q4 		$1.75M Hold
31,860
– – 1.1% 40
2014
Q3 		$1.65M Hold
31,860
– – 1.1% 44
2014
Q2 		$1.68M Buy
31,860
+50
+0.2% +$2.51K 1.07% 45
2014
Q1 		$1.58M Buy
31,810
+4,508
+17% +$210K 1.04% 43
2013
Q4 		$1.24M Buy
27,302
+62
+0.2% +$2.68K 0.83% 55
2013
Q3 		$1.13M Sell
27,240
-75
-0.3% -$3.2K 0.78% 58
2013
Q2 		$1.13M Buy
+27,315
New +$1.06M 0.83% 55

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Harbour Investment Management's WFC Position: Q1 2017 in Review

Harbour Investment Management sold out of Wells Fargo (WFC) in Q1 2017, closing a stake of 33,242 shares — an estimated $1.83M sold.

Harbour Investment Management first reported a position in WFC in Q2 2013 and held it in 15 quarters. The position peaked at $1.83M in Q4 2016. 1,928 funds tracked by Wall St. Rank hold WFC as of Q1 2017.

  • Harbour Investment Management reported no remaining Wells Fargo position as of Q1 2017 after selling out during the quarter.
  • Harbour Investment Management sold 33,242 Wells Fargo shares in Q1 2017, an estimated $1.83M.
  • Harbour Investment Management first reported a position in Wells Fargo in Q2 2013 and held it in 15 quarters.
  • Harbour Investment Management's Wells Fargo position peaked at $1.83M in Q4 2016.
  • 1,928 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2017.

Based on Harbour Investment Management's 13F filing for Q1 2017, filed 3 May 2017.