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Ivory Investment Management’s Wells Fargo WFC Stock Holding History

Ivory 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
Q4 		– Sell
-812,457
Closed -$36M – 90
2016
Q3 		$36M Buy
+812,457
New +$38.9M 1.03% 37
2016
Q2 		– Sell
-147,147
Closed -$7.12M – 126
2016
Q1 		$7.12M Buy
+147,147
New +$7.2M 0.25% 67

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
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
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ivory Investment Management's WFC Position: Q4 2016 in Review

Ivory Investment Management sold out of Wells Fargo (WFC) in Q4 2016, closing a stake of 812,457 shares — an estimated $36M sold.

Ivory Investment Management first reported a position in WFC in Q1 2016 and held it in 2 quarters. The position peaked at $36M in Q3 2016. 1,945 funds tracked by Wall St. Rank hold WFC as of Q4 2016.

  • Ivory Investment Management reported no remaining Wells Fargo position as of Q4 2016 after selling out during the quarter.
  • Ivory Investment Management sold 812,457 Wells Fargo shares in Q4 2016, an estimated $36M.
  • Ivory Investment Management first reported a position in Wells Fargo in Q1 2016 and held it in 2 quarters.
  • Ivory Investment Management's Wells Fargo position peaked at $36M in Q3 2016.
  • 1,945 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2016.

Based on Ivory Investment Management's 13F filing for Q4 2016, filed 14 Feb 2017.