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JD Capital Management’s Wells Fargo WFC Stock Holding History

JD 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
2015
Q1 		– Sell
-44,300
Closed -$2.43M – 131
2014
Q4 		$2.43M Sell
44,300
-43,200
-49% -$2.29M 0.41% 86
2014
Q3 		$4.54M Buy
87,500
+13,400
+18% +$689K 0.61% 72
2014
Q2 		$3.9M Buy
74,100
+50,300
+211% +$2.53M 0.43% 72
2014
Q1 		$1.18M Sell
23,800
-77,200
-76% -$3.6M 0.23% 121
2013
Q4 		$4.58M Sell
101,000
-223,800
-69% -$9.67M 0.73% 32
2013
Q3 		$13.4M Sell
324,800
-192,700
-37% -$8.23M 1.39% 17
2013
Q2 		$21.4M Buy
+517,500
New +$20.2M 1.62% 11

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
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

JD Capital Management's WFC Position: Q4 2013 in Review

JD Capital Management sold out of Wells Fargo (WFC) in Q4 2013, closing a stake of 11,719 shares — an estimated $506K sold.

JD Capital Management first reported a position in WFC in Q3 2013 and held it in 1 quarter. The position peaked at $484K in Q3 2013. 1,617 funds tracked by Wall St. Rank hold WFC as of Q4 2013.

  • JD Capital Management reported no remaining Wells Fargo position as of Q4 2013 after selling out during the quarter.
  • JD Capital Management sold 11,719 Wells Fargo shares in Q4 2013, an estimated $506K.
  • JD Capital Management first reported a position in Wells Fargo in Q3 2013 and held it in 1 quarter.
  • JD Capital Management's Wells Fargo position peaked at $484K in Q3 2013.
  • 1,617 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2013.

Based on JD Capital Management's 13F filing for Q4 2013, filed 14 Feb 2014.