Heartwood Wealth Management’s Wells Fargo WFC Stock Holding History

Heartwood Wealth 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
2016 Q3	$11K	Buy	+250	New	+$12K	0.02%	15

Other funds holding WFC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Heartwood Wealth Management's WFC Position: Q3 2016 in Review

Heartwood Wealth Management opened a new position in Wells Fargo (WFC) in Q3 2016: 250 shares worth $11K. The stake represents 0.02% of the portfolio and ranks #15 among its holdings.

1,892 funds tracked by Wall St. Rank hold WFC as of Q3 2016.

Heartwood Wealth Management held 250 shares of Wells Fargo worth $11K as of Q3 2016.
Wells Fargo was a new Heartwood Wealth Management position in Q3 2016.
Wells Fargo made up 0.02% of Heartwood Wealth Management's portfolio in Q3 2016, its #15 holding.
1,892 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2016.

Based on Heartwood Wealth Management's 13F filing for Q3 2016, filed 24 Oct 2016.