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Ignis Investment Services’s Wells Fargo WFC Stock Holding History

Ignis Investment Services’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
2014
Q2 		$615M Buy
1,161,768
+11,189
+1% +$562K 2.06% 10
2014
Q1 		$567M Sell
1,150,579
-115,870
-9% -$5.4M 1.97% 10
2013
Q4 		$575M Buy
+1,266,449
New +$54.7M 1.97% 9

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Ignis Investment Services's WFC Position: Q2 2014 in Review

Ignis Investment Services increased its Wells Fargo (WFC) stake by 0.97% in Q2 2014, buying an estimated $562K and bringing the position to 1,161,768 shares worth $615M. The position accounts for 2.06% of the portfolio, ranked #10.

Ignis Investment Services first reported a position in WFC in Q4 2013 and has held it in 3 quarters since. 1,649 funds tracked by Wall St. Rank hold WFC as of Q2 2014.

  • Ignis Investment Services held 1,161,768 shares of Wells Fargo worth $615M as of Q2 2014.
  • Ignis Investment Services bought 11,189 Wells Fargo shares in Q2 2014, an estimated $562K.
  • Wells Fargo made up 2.06% of Ignis Investment Services's portfolio in Q2 2014, its #10 holding.
  • Ignis Investment Services first reported a position in Wells Fargo in Q4 2013 and has held it in 3 quarters since.
  • 1,649 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2014.

Based on Ignis Investment Services's 13F filing for Q2 2014, filed 15 Aug 2014.