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Ironwood Investment Management’s Wells Fargo WFC Stock Holding History

Ironwood Investment 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
2016
Q1 		– Sell
-4,852
Closed -$264K – 171
2015
Q4 		$264K Buy
4,852
+163
+3% +$8.85K 0.11% 138
2015
Q3 		$241K Buy
4,689
+445
+10% +$24.5K 0.09% 142
2015
Q2 		$239K Buy
+4,244
New +$237K 0.06% 146

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Ironwood Investment Management's WFC Position: Q1 2016 in Review

Ironwood Investment Management sold out of Wells Fargo (WFC) in Q1 2016, closing a stake of 4,852 shares — an estimated $264K sold.

Ironwood Investment Management first reported a position in WFC in Q2 2015 and held it in 3 quarters. The position peaked at $264K in Q4 2015. 1,901 funds tracked by Wall St. Rank hold WFC as of Q1 2016.

  • Ironwood Investment Management reported no remaining Wells Fargo position as of Q1 2016 after selling out during the quarter.
  • Ironwood Investment Management sold 4,852 Wells Fargo shares in Q1 2016, an estimated $264K.
  • Ironwood Investment Management first reported a position in Wells Fargo in Q2 2015 and held it in 3 quarters.
  • Ironwood Investment Management's Wells Fargo position peaked at $264K in Q4 2015.
  • 1,901 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2016.

Based on Ironwood Investment Management's 13F filing for Q1 2016, filed 6 May 2016.