Howard Capital Management (New York)’s Wells Fargo WFC Stock Holding History

Howard Capital Management (New York)’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	–	Sell	-162,242	Closed	-$7.68M	–	106
2016 Q2	$7.68M	Buy	162,242 +3,260	+2%	+$159K	1.48%	35
2016 Q1	$7.69M	Buy	158,982 +3,236	+2%	+$158K	1.51%	33
2015 Q4	$8.47M	Sell	155,746 -2,041	-1%	-$111K	1.66%	28
2015 Q3	$8.1M	Sell	157,787 -81	-0.1%	-$4.45K	1.65%	29
2015 Q2	$8.88M	Sell	157,868 -556	-0.4%	-$31K	1.69%	26
2015 Q1	$8.62M	Buy	158,424 +465	+0.3%	+$25.1K	1.66%	28
2014 Q4	$8.66M	Sell	157,959 -2,135	-1%	-$113K	1.66%	28
2014 Q3	$8.3M	Sell	160,094 -515	-0.3%	-$26.5K	1.66%	28
2014 Q2	$8.44M	Sell	160,609 -7,195	-4%	-$362K	1.66%	30
2014 Q1	$8.35M	Buy	167,804 +7,565	+5%	+$352K	1.64%	29
2013 Q4	$7.28M	Buy	160,239 +8,965	+6%	+$387K	1.49%	35
2013 Q3	$6.25M	Buy	151,274 +5,909	+4%	+$252K	1.53%	33
2013 Q2	$6M	Buy	+145,365	New	+$5.66M	1.57%	29

Other funds holding WFC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Howard Capital Management (New York)'s WFC Position: Q3 2016 in Review

Howard Capital Management (New York) sold out of Wells Fargo (WFC) in Q3 2016, closing a stake of 162,242 shares — an estimated $7.68M sold.

Howard Capital Management (New York) first reported a position in WFC in Q2 2013 and held it in 13 quarters. The position peaked at $8.88M in Q2 2015. 1,889 funds tracked by Wall St. Rank hold WFC as of Q3 2016.

Howard Capital Management (New York) reported no remaining Wells Fargo position as of Q3 2016 after selling out during the quarter.
Howard Capital Management (New York) sold 162,242 Wells Fargo shares in Q3 2016, an estimated $7.68M.
Howard Capital Management (New York) first reported a position in Wells Fargo in Q2 2013 and held it in 13 quarters.
Howard Capital Management (New York)'s Wells Fargo position peaked at $8.88M in Q2 2015.
1,889 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2016.

Based on Howard Capital Management (New York)'s 13F filing for Q3 2016, filed 25 Oct 2016.