HC
WFC icon

Highmount Capital’s Wells Fargo WFC Stock Holding History

Highmount Capital’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
2015
Q2 		$205K Buy
+3,649
New +$203K 0.05% 127
2015
Q1 		– Sell
-3,649
Closed -$200K – 140
2014
Q4 		$200K Sell
3,649
-4,502
-55% -$238K 0.05% 134
2014
Q3 		$423K Sell
8,151
-35
-0.4% -$1.8K 0.11% 105
2014
Q2 		$430K Buy
8,186
+55
+0.7% +$2.77K 0.1% 108
2014
Q1 		$404K Buy
8,131
+1,150
+16% +$53.6K 0.09% 111
2013
Q4 		$317K Hold
6,981
– – 0.07% 116
2013
Q3 		$288K Buy
+6,981
New +$298K 0.07% 110

Other funds holding WFC

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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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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