HCS
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Harvest Capital Strategies’s Wells Fargo WFC Stock Holding History

Harvest Capital Strategies’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
Q1 		– Sell
-20,800
Closed -$1.13M – 132
2015
Q4 		$1.13M Sell
20,800
-7,600
-27% -$413K 0.15% 79
2015
Q3 		$1.46M Buy
+28,400
New +$1.56M 0.26% 76

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Harvest Capital Strategies's WFC Position: Q1 2016 in Review

Harvest Capital Strategies sold out of Wells Fargo (WFC) in Q1 2016, closing a stake of 20,800 shares — an estimated $1.13M sold.

Harvest Capital Strategies first reported a position in WFC in Q3 2015 and held it in 2 quarters. The position peaked at $1.46M in Q3 2015. 1,901 funds tracked by Wall St. Rank hold WFC as of Q1 2016.

  • Harvest Capital Strategies reported no remaining Wells Fargo position as of Q1 2016 after selling out during the quarter.
  • Harvest Capital Strategies sold 20,800 Wells Fargo shares in Q1 2016, an estimated $1.13M.
  • Harvest Capital Strategies first reported a position in Wells Fargo in Q3 2015 and held it in 2 quarters.
  • Harvest Capital Strategies's Wells Fargo position peaked at $1.46M in Q3 2015.
  • 1,901 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2016.

Based on Harvest Capital Strategies's 13F filing for Q1 2016, filed 16 May 2016.