Kinsight LLC’s Wells Fargo WFC Stock Holding History

Kinsight LLC’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 Q2	$271K	Hold	4,891	–	–	0.15%	25
2017 Q1	$272K	Hold	4,891	–	–	0.15%	27
2016 Q4	$270K	Hold	4,891	–	–	0.14%	25
2016 Q3	$217K	Hold	4,891	–	–	0.12%	32
2016 Q2	$231K	Sell	4,891 -5,043	-51%	-$246K	0.13%	31
2016 Q1	$510K	Buy	9,934 +4,967	+100%	+$243K	0.29%	15
2015 Q4	$270K	Buy	4,967 +76	+2%	+$4.13K	0.16%	24
2015 Q3	$251K	Hold	4,891	–	–	0.17%	23
2015 Q2	$275K	Sell	4,891 -831	-15%	-$46.3K	0.14%	23
2015 Q1	$311K	Hold	5,722	–	–	0.15%	23
2014 Q4	$314K	Sell	5,722 -776	-12%	-$41.1K	0.15%	23
2014 Q3	$337K	Sell	6,498 -124	-2%	-$6.38K	0.19%	21
2014 Q2	$348K	Buy	6,622 +1	+0%	+$50	0.21%	16
2014 Q1	$329K	Hold	6,621	–	–	0.2%	18
2013 Q4	$301K	Hold	6,621	–	–	0.18%	20
2013 Q3	$274K	Hold	6,621	–	–	0.17%	21
2013 Q2	$273K	Buy	+6,621	New	+$258K	0.18%	18

Other funds holding WFC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kinsight LLC's WFC Position: Q2 2017 in Review

Kinsight LLC held its Wells Fargo (WFC) position steady in Q2 2017 at 4,891 shares worth $271K. The position accounts for 0.15% of the portfolio, ranked #25.

Kinsight LLC first reported a position in WFC in Q2 2013 and has held it in 17 quarters since. The position peaked at $510K in Q1 2016. 1,913 funds tracked by Wall St. Rank hold WFC as of Q2 2017.

Kinsight LLC held 4,891 shares of Wells Fargo worth $271K as of Q2 2017.
Kinsight LLC left its Wells Fargo share count unchanged in Q2 2017.
Wells Fargo made up 0.15% of Kinsight LLC's portfolio in Q2 2017, its #25 holding.
Kinsight LLC first reported a position in Wells Fargo in Q2 2013 and has held it in 17 quarters since.
Kinsight LLC's Wells Fargo position peaked at $510K in Q1 2016.
1,913 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2017.

Based on Kinsight LLC's 13F filing for Q2 2017, filed 24 Jul 2017.