HDE
WFC icon

Hutner Daniel Ellsworth’s Wells Fargo WFC Stock Holding History

Hutner Daniel Ellsworth’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
Q2 		$4.31M Buy
91,146
+625
+0.7% +$30.5K 3.67% 10
2016
Q1 		$4.38M Buy
90,521
+155
+0.2% +$7.59K 3.89% 10
2015
Q4 		$4.91M Buy
+90,366
New +$4.91M 4.58% 8

Other funds holding WFC

Berkshire Hathaway
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Hutner Daniel Ellsworth's WFC Position: Q2 2016 in Review

Hutner Daniel Ellsworth increased its Wells Fargo (WFC) stake by 0.69% in Q2 2016, buying an estimated $30.5K and bringing the position to 91,146 shares worth $4.31M. The position accounts for 3.67% of the portfolio, ranked #10.

Hutner Daniel Ellsworth first reported a position in WFC in Q4 2015 and has held it in 3 quarters since. The position peaked at $4.91M in Q4 2015. 1,896 funds tracked by Wall St. Rank hold WFC as of Q2 2016.

  • Hutner Daniel Ellsworth held 91,146 shares of Wells Fargo worth $4.31M as of Q2 2016.
  • Hutner Daniel Ellsworth bought 625 Wells Fargo shares in Q2 2016, an estimated $30.5K.
  • Wells Fargo made up 3.67% of Hutner Daniel Ellsworth's portfolio in Q2 2016, its #10 holding.
  • Hutner Daniel Ellsworth first reported a position in Wells Fargo in Q4 2015 and has held it in 3 quarters since.
  • Hutner Daniel Ellsworth's Wells Fargo position peaked at $4.91M in Q4 2015.
  • 1,896 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2016.

Based on Hutner Daniel Ellsworth's 13F filing for Q2 2016, filed 11 Aug 2016.