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Hermes Investment Management’s Wells Fargo WFC Stock Holding History

Hermes 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
2018
Q2 		$22.7M Sell
410,300
-204,185
-33% -$10.9M 0.3% 111
2018
Q1 		$32.2M Sell
614,485
-155,618
-20% -$9.24M 0.47% 78
2017
Q4 		$46.7M Buy
770,103
+5,005
+0.7% +$283K 0.67% 52
2017
Q3 		$42.2M Sell
765,098
-24,294
-3% -$1.29M 0.63% 56
2017
Q2 		$43.7M Sell
789,392
-132,429
-14% -$7.1M 0.71% 48
2017
Q1 		$51.3M Sell
921,821
-19,646
-2% -$1.11M 0.83% 43
2016
Q4 		$51.9M Sell
941,467
-813,039
-46% -$40.9M 0.89% 39
2016
Q3 		$77.7M Buy
1,754,506
+337,399
+24% +$16.1M 1.32% 11
2016
Q2 		$67.1M Buy
1,417,107
+118,200
+9% +$5.76M 1.35% 16
2016
Q1 		$62.9M Buy
1,298,907
+32,739
+3% +$1.6M 1.32% 16
2015
Q4 		$68.8M Buy
1,266,168
+84,538
+7% +$4.59M 1.56% 10
2015
Q3 		$60.7M Buy
1,181,630
+50,625
+4% +$2.78M 1.56% 11
2015
Q2 		$63.6M Sell
1,131,005
-15,000
-1% -$836K 1.43% 8
2015
Q1 		$62.3M Buy
1,146,005
+11,200
+1% +$605K 1.45% 9
2014
Q4 		$62.2M Buy
1,134,805
+53,915
+5% +$2.85M 1.6% 11
2014
Q3 		$56.1M Buy
1,080,890
+192,040
+22% +$9.88M 1.44% 11
2014
Q2 		$46.7M Buy
888,850
+760,700
+594% +$38.2M 1.29% 10
2014
Q1 		$6.37M Buy
128,150
+15,992
+14% +$745K 0.2% 90
2013
Q4 		$5.09M Hold
112,158
– – 0.16% 94
2013
Q3 		$4.63M Buy
112,158
+7,388
+7% +$315K 0.16% 94
2013
Q2 		$4.32M Buy
+104,770
New +$4.08M 0.17% 98

Other funds holding WFC

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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 $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return