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WFC icon

Kemper’s Wells Fargo WFC Stock Holding History

Kemper’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
Q2 		– Sell
-15,000
Closed -$816K – 56
2015
Q1 		$816K Hold
15,000
– – 0.26% 54
2014
Q4 		$822K Hold
15,000
– – 0.25% 54
2014
Q3 		$778K Hold
15,000
– – 0.25% 54
2014
Q2 		$788K Hold
15,000
– – 0.24% 53
2014
Q1 		$746K Buy
+15,000
New +$699K 0.22% 53

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Kemper's WFC Position: Q2 2015 in Review

Kemper sold out of Wells Fargo (WFC) in Q2 2015, closing a stake of 15,000 shares — an estimated $816K sold.

Kemper first reported a position in WFC in Q1 2014 and held it in 5 quarters. The position peaked at $822K in Q4 2014. 1,828 funds tracked by Wall St. Rank hold WFC as of Q2 2015.

  • Kemper reported no remaining Wells Fargo position as of Q2 2015 after selling out during the quarter.
  • Kemper sold 15,000 Wells Fargo shares in Q2 2015, an estimated $816K.
  • Kemper first reported a position in Wells Fargo in Q1 2014 and held it in 5 quarters.
  • Kemper's Wells Fargo position peaked at $822K in Q4 2014.
  • 1,828 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2015.

Based on Kemper's 13F filing for Q2 2015, filed 7 Aug 2015.