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Kingfisher Capital’s Wells Fargo WFC Stock Holding History

Kingfisher Capital’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
2017
Q1 		– Sell
-4,617
Closed -$254K – 122
2016
Q4 		$254K Hold
4,617
– – 0.19% 108
2016
Q3 		$204K Sell
4,617
-2,590
-36% -$124K 0.14% 111
2016
Q2 		$341K Sell
7,207
-30,385
-81% -$1.48M 0.23% 101
2016
Q1 		$1.82M Buy
37,592
+57
+0.2% +$2.79K 1.14% 28
2015
Q4 		$2.04M Buy
37,535
+824
+2% +$44.7K 1.21% 21
2015
Q3 		$1.89M Buy
36,711
+13,647
+59% +$750K 1.2% 18
2015
Q2 		$1.3M Sell
23,064
-1,763
-7% -$98.3K 0.75% 63
2015
Q1 		$1.35M Sell
24,827
-1,094
-4% -$59.1K 0.7% 66
2014
Q4 		$1.42M Buy
25,921
+429
+2% +$22.7K 0.73% 68
2014
Q3 		$1.32M Buy
25,492
+255
+1% +$13.1K 0.71% 63
2014
Q2 		$1.33M Sell
25,237
-2,082
-8% -$105K 0.69% 61
2014
Q1 		$1.36M Sell
27,319
-1,030
-4% -$48K 0.72% 59
2013
Q4 		$1.29M Buy
28,349
+1,199
+4% +$51.8K 0.69% 65
2013
Q3 		$1.12M Sell
27,150
-516
-2% -$22K 0.57% 74
2013
Q2 		$1.14M Buy
+27,666
New +$1.08M 0.63% 66

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kingfisher Capital's WFC Position: Q1 2017 in Review

Kingfisher Capital sold out of Wells Fargo (WFC) in Q1 2017, closing a stake of 4,617 shares — an estimated $254K sold.

Kingfisher Capital first reported a position in WFC in Q2 2013 and held it in 15 quarters. The position peaked at $2.04M in Q4 2015. 1,928 funds tracked by Wall St. Rank hold WFC as of Q1 2017.

  • Kingfisher Capital reported no remaining Wells Fargo position as of Q1 2017 after selling out during the quarter.
  • Kingfisher Capital sold 4,617 Wells Fargo shares in Q1 2017, an estimated $254K.
  • Kingfisher Capital first reported a position in Wells Fargo in Q2 2013 and held it in 15 quarters.
  • Kingfisher Capital's Wells Fargo position peaked at $2.04M in Q4 2015.
  • 1,928 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2017.

Based on Kingfisher Capital's 13F filing for Q1 2017, filed 12 May 2017.