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Harding Loevner’s Wells Fargo WFC Stock Holding History

Harding Loevner’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
Q4 		– Sell
-3,867,767
Closed -$171M – 91
2016
Q3 		$171M Sell
3,867,767
-11,063
-0.3% -$529K 1.24% 32
2016
Q2 		$184M Sell
3,878,830
-23,671
-0.6% -$1.15M 1.44% 28
2016
Q1 		$189M Sell
3,902,501
-98,674
-2% -$4.83M 1.49% 28
2015
Q4 		$217M Sell
4,001,175
-546,355
-12% -$29.7M 1.76% 21
2015
Q3 		$234M Sell
4,547,530
-170,675
-4% -$9.39M 1.88% 19
2015
Q2 		$268M Sell
4,718,205
-97,117
-2% -$5.41M 1.88% 18
2015
Q1 		$262M Buy
4,815,322
+106,604
+2% +$5.76M 2% 17
2014
Q4 		$258M Sell
4,708,718
-650,675
-12% -$34.4M 2.08% 19
2014
Q3 		$278M Sell
5,359,393
-1,528,050
-22% -$78.6M 2.06% 18
2014
Q2 		$362M Sell
6,887,443
-3,774,908
-35% -$190M 2.7% 6
2014
Q1 		$530M Sell
10,662,351
-629,962
-6% -$29.3M 4.04% 3
2013
Q4 		$513M Buy
11,292,313
+204,153
+2% +$8.82M 3.97% 3
2013
Q3 		$458M Buy
11,088,160
+902,488
+9% +$38.5M 4.08% 2
2013
Q2 		$420M Buy
+10,185,672
New +$397M 4.07% 3

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Harding Loevner's WFC Position: Q4 2016 in Review

Harding Loevner sold out of Wells Fargo (WFC) in Q4 2016, closing a stake of 3,867,767 shares — an estimated $171M sold.

Harding Loevner first reported a position in WFC in Q2 2013 and held it in 14 quarters. The position peaked at $530M in Q1 2014. 1,946 funds tracked by Wall St. Rank hold WFC as of Q4 2016.

  • Harding Loevner reported no remaining Wells Fargo position as of Q4 2016 after selling out during the quarter.
  • Harding Loevner sold 3,867,767 Wells Fargo shares in Q4 2016, an estimated $171M.
  • Harding Loevner first reported a position in Wells Fargo in Q2 2013 and held it in 14 quarters.
  • Harding Loevner's Wells Fargo position peaked at $530M in Q1 2014.
  • 1,946 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2016.

Based on Harding Loevner's 13F filing for Q4 2016, filed 11 Jan 2017.