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Invictus RG (Singapore)’s Wells Fargo WFC Stock Holding History

Invictus RG (Singapore)’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
Q1 		– Sell
-805
Closed -$44K – 708
2014
Q4 		$44K Sell
805
-4
-0.5% -$212 0.05% 376
2014
Q3 		$42K Buy
+809
New +$41.6K 0.05% 352

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Berkshire Hathaway
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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

Invictus RG (Singapore)'s WFC Position: Q1 2015 in Review

Invictus RG (Singapore) sold out of Wells Fargo (WFC) in Q1 2015, closing a stake of 805 shares — an estimated $44K sold.

Invictus RG (Singapore) first reported a position in WFC in Q3 2014 and held it in 2 quarters. The position peaked at $44K in Q4 2014. 1,768 funds tracked by Wall St. Rank hold WFC as of Q1 2015.

  • Invictus RG (Singapore) reported no remaining Wells Fargo position as of Q1 2015 after selling out during the quarter.
  • Invictus RG (Singapore) sold 805 Wells Fargo shares in Q1 2015, an estimated $44K.
  • Invictus RG (Singapore) first reported a position in Wells Fargo in Q3 2014 and held it in 2 quarters.
  • Invictus RG (Singapore)'s Wells Fargo position peaked at $44K in Q4 2014.
  • 1,768 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2015.

Based on Invictus RG (Singapore)'s 13F filing for Q1 2015, filed 15 May 2015.