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King Investment Advisors’s Wells Fargo WFC Stock Holding History

King Investment Advisors’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
-13,520
Closed -$737K – 99
2015
Q1 		$737K Hold
13,520
– – 0.35% 50
2014
Q4 		$742K Hold
13,520
– – 0.33% 51
2014
Q3 		$701K Sell
13,520
-26,584
-66% -$1.37M 0.32% 54
2014
Q2 		$503K Buy
40,104
+24,625
+159% +$1.24M 0.21% 75
2014
Q1 		$770K Hold
15,479
– – 0.35% 52
2013
Q4 		$703K Sell
15,479
-1,050
-6% -$45.3K 0.32% 58
2013
Q3 		$683K Sell
16,529
-1,125
-6% -$48K 0.29% 71
2013
Q2 		$729K Buy
+17,654
New +$688K 0.3% 65

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

King Investment Advisors's WFC Position: Q2 2015 in Review

King Investment Advisors sold out of Wells Fargo (WFC) in Q2 2015, closing a stake of 13,520 shares — an estimated $737K sold.

King Investment Advisors first reported a position in WFC in Q2 2013 and held it in 8 quarters. The position peaked at $770K in Q1 2014. 1,828 funds tracked by Wall St. Rank hold WFC as of Q2 2015.

  • King Investment Advisors reported no remaining Wells Fargo position as of Q2 2015 after selling out during the quarter.
  • King Investment Advisors sold 13,520 Wells Fargo shares in Q2 2015, an estimated $737K.
  • King Investment Advisors first reported a position in Wells Fargo in Q2 2013 and held it in 8 quarters.
  • King Investment Advisors's Wells Fargo position peaked at $770K in Q1 2014.
  • 1,828 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2015.

Based on King Investment Advisors's 13F filing for Q2 2015, filed 2 Nov 2015.