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Investors Trust’s Wells Fargo WFC Stock Holding History

Investors Trust’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
Q3 		– Sell
-4,180
Closed -$220K – 84
2014
Q2 		$220K Hold
4,180
– – 0.17% 74
2014
Q1 		$208K Hold
4,180
– – 0.17% 73
2013
Q4 		$190K Sell
4,180
-796
-16% -$34.4K 0.15% 95
2013
Q3 		$206K Hold
4,976
– – 0.04% 97
2013
Q2 		$205K Buy
+4,976
New +$194K 0.03% 96

Other funds holding WFC

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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

Investors Trust's WFC Position: Q3 2014 in Review

Investors Trust sold out of Wells Fargo (WFC) in Q3 2014, closing a stake of 4,180 shares — an estimated $220K sold.

Investors Trust first reported a position in WFC in Q2 2013 and held it in 5 quarters. The position peaked at $220K in Q2 2014. 1,673 funds tracked by Wall St. Rank hold WFC as of Q3 2014.

  • Investors Trust reported no remaining Wells Fargo position as of Q3 2014 after selling out during the quarter.
  • Investors Trust sold 4,180 Wells Fargo shares in Q3 2014, an estimated $220K.
  • Investors Trust first reported a position in Wells Fargo in Q2 2013 and held it in 5 quarters.
  • Investors Trust's Wells Fargo position peaked at $220K in Q2 2014.
  • 1,673 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2014.

Based on Investors Trust's 13F filing for Q3 2014, filed 17 Nov 2014.