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IQ EQ Fund Management’s Wells Fargo WFC Stock Holding History

IQ EQ Fund Management’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
2017
Q1 		– Sell
-33,729
Closed -$2.13M – 107
2016
Q4 		$2.13M Sell
33,729
-24,850
-42% -$1.25M 0.39% 51
2016
Q3 		$2.79M Sell
58,579
-6,593
-10% -$315K 0.52% 46
2016
Q2 		$3.36M Sell
65,172
-19,134
-23% -$933K 0.63% 43
2016
Q1 		$4.3M Sell
84,306
-19,232
-19% -$942K 0.79% 41
2015
Q4 		$6.23M Sell
103,538
-23,178
-18% -$1.26M 1.07% 32
2015
Q3 		$7.02M Sell
126,716
-11,721
-8% -$645K 1.13% 28
2015
Q2 		$8.41M Sell
138,437
-10,756
-7% -$600K 1.21% 30
2015
Q1 		$9.11M Sell
149,193
-8,835
-6% -$477K 1.22% 31
2014
Q4 		$8.63M Buy
+158,028
New +$8.37M 1.25% 29

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

IQ EQ Fund Management's WFC Position: Q1 2017 in Review

IQ EQ Fund Management sold out of Wells Fargo (WFC) in Q1 2017, closing a stake of 33,729 shares — an estimated $2.13M sold.

IQ EQ Fund Management first reported a position in WFC in Q4 2014 and held it in 9 quarters. The position peaked at $9.11M in Q1 2015. 1,928 funds tracked by Wall St. Rank hold WFC as of Q1 2017.

  • IQ EQ Fund Management reported no remaining Wells Fargo position as of Q1 2017 after selling out during the quarter.
  • IQ EQ Fund Management sold 33,729 Wells Fargo shares in Q1 2017, an estimated $2.13M.
  • IQ EQ Fund Management first reported a position in Wells Fargo in Q4 2014 and held it in 9 quarters.
  • IQ EQ Fund Management's Wells Fargo position peaked at $9.11M in Q1 2015.
  • 1,928 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2017.

Based on IQ EQ Fund Management's 13F filing for Q1 2017, filed 15 May 2017.