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Kimelman & Baird’s Wells Fargo WFC Stock Holding History

Kimelman & Baird’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
-170,938
Closed -$7.57M – 124
2016
Q3 		$7.57M Buy
170,938
+144
+0.1% +$6.89K 1.33% 27
2016
Q2 		$8.08M Buy
170,794
+3,029
+2% +$148K 1.48% 25
2016
Q1 		$8.11M Buy
167,765
+406
+0.2% +$19.9K 1.52% 24
2015
Q4 		$9.1M Buy
+167,359
New +$9.09M 1.71% 21
2015
Q2 		$9.57M Buy
+170,207
New +$9.49M 1.63% 22

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

Kimelman & Baird's WFC Position: Q4 2016 in Review

Kimelman & Baird sold out of Wells Fargo (WFC) in Q4 2016, closing a stake of 170,938 shares — an estimated $7.57M sold.

Kimelman & Baird first reported a position in WFC in Q2 2015 and held it in 5 quarters. The position peaked at $9.57M in Q2 2015. 1,945 funds tracked by Wall St. Rank hold WFC as of Q4 2016.

  • Kimelman & Baird reported no remaining Wells Fargo position as of Q4 2016 after selling out during the quarter.
  • Kimelman & Baird sold 170,938 Wells Fargo shares in Q4 2016, an estimated $7.57M.
  • Kimelman & Baird first reported a position in Wells Fargo in Q2 2015 and held it in 5 quarters.
  • Kimelman & Baird's Wells Fargo position peaked at $9.57M in Q2 2015.
  • 1,945 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2016.

Based on Kimelman & Baird's 13F filing for Q4 2016, filed 10 Apr 2017.