Index Management Solutions’s Wells Fargo WFC Stock Holding History

Index Management Solutions’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
2015 Q3	$46K	Buy	887 +43	+5%	+$2.37K	0.05%	205
2015 Q2	$47K	Buy	844 +525	+165%	+$29.3K	0.04%	261
2015 Q1	$17K	Sell	319 -343	-52%	-$18.5K	0.01%	438
2014 Q4	$36K	Sell	662 -762	-54%	-$40.3K	0.01%	554
2014 Q3	$74K	Sell	1,424 -17,124	-92%	-$881K	0.01%	778
2014 Q2	$975K	Buy	18,548 +17,728	+2,162%	+$891K	0.12%	153
2014 Q1	$41K	Sell	820 -1,033	-56%	-$48.1K	0.01%	944
2013 Q4	$84K	Sell	1,853 -220	-11%	-$9.5K	0.02%	259
2013 Q3	$86K	Buy	+2,073	New	+$88.5K	0.03%	242

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Index Management Solutions's WFC Position: Q3 2015 in Review

Index Management Solutions increased its Wells Fargo (WFC) stake by 5.1% in Q3 2015, buying an estimated $2.37K and bringing the position to 887 shares worth $46K. The position accounts for 0.05% of the portfolio, ranked #205.

Index Management Solutions first reported a position in WFC in Q3 2013 and has held it in 9 quarters since. The position peaked at $975K in Q2 2014. 1,827 funds tracked by Wall St. Rank hold WFC as of Q3 2015.

Index Management Solutions held 887 shares of Wells Fargo worth $46K as of Q3 2015.
Index Management Solutions bought 43 Wells Fargo shares in Q3 2015, an estimated $2.37K.
Wells Fargo made up 0.05% of Index Management Solutions's portfolio in Q3 2015, its #205 holding.
Index Management Solutions first reported a position in Wells Fargo in Q3 2013 and has held it in 9 quarters since.
Index Management Solutions's Wells Fargo position peaked at $975K in Q2 2014.
1,827 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.