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KMS Financial Services’s Wells Fargo WFC Stock Holding History

KMS Financial Services’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
2014
Q3 		$4.36M Buy
84,008
+3,642
+5% +$187K 0.61% 29
2014
Q2 		$4.22M Buy
80,366
+14,551
+22% +$731K 0.6% 29
2014
Q1 		$3.27M Sell
65,815
-15,798
-19% -$736K 0.52% 40
2013
Q4 		$3.71M Buy
81,613
+54,319
+199% +$2.35M 0.63% 25
2013
Q3 		$1.13M Buy
27,294
+10,460
+62% +$446K 0.27% 86
2013
Q2 		$695K Buy
+16,834
New +$656K 0.19% 134

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
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
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

KMS Financial Services's WFC Position: Q3 2014 in Review

KMS Financial Services increased its Wells Fargo (WFC) stake by 4.5% in Q3 2014, buying an estimated $187K and bringing the position to 84,008 shares worth $4.36M. The position accounts for 0.61% of the portfolio, ranked #29.

KMS Financial Services first reported a position in WFC in Q2 2013 and has held it in 6 quarters since. 1,672 funds tracked by Wall St. Rank hold WFC as of Q3 2014.

  • KMS Financial Services held 84,008 shares of Wells Fargo worth $4.36M as of Q3 2014.
  • KMS Financial Services bought 3,642 Wells Fargo shares in Q3 2014, an estimated $187K.
  • Wells Fargo made up 0.61% of KMS Financial Services's portfolio in Q3 2014, its #29 holding.
  • KMS Financial Services first reported a position in Wells Fargo in Q2 2013 and has held it in 6 quarters since.
  • 1,672 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.