Kohlberg Kravis Roberts & Co’s Wells Fargo WFC Stock Holding History

Kohlberg Kravis Roberts & Co’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 Q2	–	Sell	-104,000	Closed	-$5.17M	–	127
2014 Q1	$5.17M	Buy	+104,000	New	+$4.84M	0.09%	91

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

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

Kohlberg Kravis Roberts & Co's WFC Position: Q2 2014 in Review

Kohlberg Kravis Roberts & Co sold out of Wells Fargo (WFC) in Q2 2014, closing a stake of 104,000 shares — an estimated $5.17M sold.

Kohlberg Kravis Roberts & Co first reported a position in WFC in Q1 2014 and held it in 1 quarter. The position peaked at $5.17M in Q1 2014. 1,650 funds tracked by Wall St. Rank hold WFC as of Q2 2014.

Kohlberg Kravis Roberts & Co reported no remaining Wells Fargo position as of Q2 2014 after selling out during the quarter.
Kohlberg Kravis Roberts & Co sold 104,000 Wells Fargo shares in Q2 2014, an estimated $5.17M.
Kohlberg Kravis Roberts & Co first reported a position in Wells Fargo in Q1 2014 and held it in 1 quarter.
Kohlberg Kravis Roberts & Co's Wells Fargo position peaked at $5.17M in Q1 2014.
1,650 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2014.

Based on Kohlberg Kravis Roberts & Co's 13F filing for Q2 2014, filed 14 Aug 2014.