HDE
WFC.WS

Hutner Daniel Ellsworth’s Wells Fargo & Company Ws WFC.WS Stock Holding History

Hutner Daniel Ellsworth’s Portfolio WFC.WS Stock Details WFC.WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		$153K Hold
11,225
– – 0.13% 41
2016
Q1 		$176K Buy
11,225
+50
+0.4% +$805 0.16% 41
2015
Q4 		$229K Buy
+11,175
New +$230K 0.21% 38

Other funds holding WFC.WS

CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
FVP
Firefly Value Partners Newtown, Pennsylvania $59.9M AUM 5.97% 1-Year Est. Return
PCM
Punch Card Management Winter Park, Florida $271M AUM 11.49% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
CAM
Chou Associates Management Toronto, Ontario, Canada $210M AUM 15.42% 1-Year Est. Return
ACPU
Arrowgrass Capital Partners (US) Dover, Delaware $380M AUM 20.87% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return

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

Hutner Daniel Ellsworth held its Wells Fargo & Company Ws (WFC.WS) position steady in Q2 2016 at 11,225 shares worth $153K. The position accounts for 0.13% of the portfolio, ranked #41.

Hutner Daniel Ellsworth first reported a position in WFC.WS in Q4 2015 and has held it in 3 quarters since. The position peaked at $229K in Q4 2015. 49 funds tracked by Wall St. Rank hold WFC.WS as of Q2 2016.

  • Hutner Daniel Ellsworth held 11,225 shares of Wells Fargo & Company Ws worth $153K as of Q2 2016.
  • Hutner Daniel Ellsworth left its Wells Fargo & Company Ws share count unchanged in Q2 2016.
  • Wells Fargo & Company Ws made up 0.13% of Hutner Daniel Ellsworth's portfolio in Q2 2016, its #41 holding.
  • Hutner Daniel Ellsworth first reported a position in Wells Fargo & Company Ws in Q4 2015 and has held it in 3 quarters since.
  • Hutner Daniel Ellsworth's Wells Fargo & Company Ws position peaked at $229K in Q4 2015.
  • 49 funds tracked by Wall St. Rank held Wells Fargo & Company Ws as of Q2 2016.

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