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Holt-Smith Advisors’s Wells Fargo WFC Stock Holding History

Holt-Smith Advisors’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
2013
Q2 		$1.05M Buy
+25,540
New +$995K 1.49% 12

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Holt-Smith Advisors's WFC Position: Q2 2013 in Review

Holt-Smith Advisors opened a new position in Wells Fargo (WFC) in Q2 2013: 25,540 shares worth $1.05M. The stake represents 1.49% of the portfolio and ranks #12 among its holdings.

1,482 funds tracked by Wall St. Rank hold WFC as of Q2 2013.

  • Holt-Smith Advisors held 25,540 shares of Wells Fargo worth $1.05M as of Q2 2013.
  • Wells Fargo was a new Holt-Smith Advisors position in Q2 2013.
  • Wells Fargo made up 1.49% of Holt-Smith Advisors's portfolio in Q2 2013, its #12 holding.
  • 1,482 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2013.

Based on Holt-Smith Advisors's 13F filing for Q2 2013, filed 1 Aug 2013.