IronBridge Capital Management’s Wells Fargo WFC Stock Holding History

IronBridge Capital 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	$24.9M	Sell	447,525 -312,030	-41%	-$17.7M	1.51%	12
2016 Q4	$41.9M	Sell	759,555 -1,130	-0.1%	-$56.8K	1.87%	11
2016 Q3	$33.7M	Sell	760,685 -27,640	-4%	-$1.32M	1.54%	17
2016 Q2	$37.3M	Buy	788,325 +105,840	+16%	+$5.16M	1.63%	15
2016 Q1	$33M	Buy	682,485 +653,822	+2,281%	+$32M	1.33%	21
2015 Q4	$1.56M	Hold	28,663	–	–	0.06%	149
2015 Q3	$1.47M	Buy	28,663 +1,570	+6%	+$86.3K	0.06%	154
2015 Q2	$1.52M	Hold	27,093	–	–	0.05%	153
2015 Q1	$1.47M	Buy	27,093 +1,540	+6%	+$83.2K	0.04%	157
2014 Q4	$1.4M	Hold	25,553	–	–	0.04%	166
2014 Q3	$1.32M	Hold	25,553	–	–	0.04%	169
2014 Q2	$1.34M	Hold	25,553	–	–	0.03%	167
2014 Q1	$1.27M	Buy	25,553 +1,620	+7%	+$75.5K	0.03%	172
2013 Q4	$1.09M	Sell	23,933 -1,633,126	-99%	-$70.5M	0.02%	173
2013 Q3	$68.5M	Sell	1,657,059 -11,710	-0.7%	-$500K	1.45%	15
2013 Q2	$68.9M	Buy	+1,668,769	New	+$65M	1.35%	11

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

BlackRock New York $5.72T AUM 30.48% 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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

IronBridge Capital Management's WFC Position: Q1 2017 in Review

IronBridge Capital Management reduced its Wells Fargo (WFC) stake by 41% in Q1 2017, selling an estimated $17.7M and leaving 447,525 shares worth $24.9M. The position accounts for 1.51% of the portfolio, ranked #12.

IronBridge Capital Management first reported a position in WFC in Q2 2013 and has held it in 16 quarters since. The position peaked at $68.9M in Q2 2013. 1,929 funds tracked by Wall St. Rank hold WFC as of Q1 2017.

IronBridge Capital Management held 447,525 shares of Wells Fargo worth $24.9M as of Q1 2017.
IronBridge Capital Management sold 312,030 Wells Fargo shares in Q1 2017, an estimated $17.7M.
Wells Fargo made up 1.51% of IronBridge Capital Management's portfolio in Q1 2017, its #12 holding.
IronBridge Capital Management first reported a position in Wells Fargo in Q2 2013 and has held it in 16 quarters since.
IronBridge Capital Management's Wells Fargo position peaked at $68.9M in Q2 2013.
1,929 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2017.

Based on IronBridge Capital Management's 13F filing for Q1 2017, filed 10 May 2017.