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Kiwi Wealth Investments Limited Partnership’s Wells Fargo WFC Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
Q3 		– Sell
-222,356
Closed -$10.5M – 143
2016
Q2 		$10.5M Sell
222,356
-121,032
-35% -$5.9M 1.03% 30
2016
Q1 		$16.6M Buy
+343,388
New +$16.8M 1.7% 11
2015
Q4 		– Sell
-287,961
Closed -$14.8M – 132
2015
Q3 		$14.8M Sell
287,961
-7,238
-2% -$398K 1.74% 19
2015
Q2 		$16.6M Sell
295,199
-12,560
-4% -$700K 1.77% 17
2015
Q1 		$16.7M Sell
307,759
-73,049
-19% -$3.95M 1.7% 20
2014
Q4 		$20.9M Sell
380,808
-53,404
-12% -$2.83M 2.08% 17
2014
Q3 		$22.5M Buy
434,212
+17,533
+4% +$902K 2.11% 12
2014
Q2 		$21.9M Sell
416,679
-105,413
-20% -$5.3M 2.25% 13
2014
Q1 		$26M Buy
522,092
+3,134
+0.6% +$146K 3.16% 9
2013
Q4 		$23.6M Buy
518,958
+33,301
+7% +$1.44M 2.98% 12
2013
Q3 		$20.1M Buy
485,657
+3,066
+0.6% +$131K 3.06% 11
2013
Q2 		$19.9M Buy
+482,591
New +$18.8M 3.57% 5

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Kiwi Wealth Investments Limited Partnership's WFC Position: Q3 2016 in Review

Kiwi Wealth Investments Limited Partnership sold out of Wells Fargo (WFC) in Q3 2016, closing a stake of 222,356 shares — an estimated $10.5M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in WFC in Q2 2013 and held it in 12 quarters. The position peaked at $26M in Q1 2014. 1,890 funds tracked by Wall St. Rank hold WFC as of Q3 2016.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Wells Fargo position as of Q3 2016 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 222,356 Wells Fargo shares in Q3 2016, an estimated $10.5M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Wells Fargo in Q2 2013 and held it in 12 quarters.
  • Kiwi Wealth Investments Limited Partnership's Wells Fargo position peaked at $26M in Q1 2014.
  • 1,890 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2016.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2016, filed 8 Nov 2016.