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Kopp Investment Advisors’s Wells Fargo WFC Stock Holding History

Kopp Investment Advisors’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
-19,298
Closed -$913K – 66
2016
Q2 		$913K Sell
19,298
-530
-3% -$25.8K 0.49% 37
2016
Q1 		$959K Sell
19,828
-443
-2% -$21.7K 0.52% 36
2015
Q4 		$1.1M Sell
20,271
-20
-0.1% -$1.09K 0.54% 30
2015
Q3 		$1.04M Sell
20,291
-108
-0.5% -$5.94K 0.56% 33
2015
Q2 		$1.15M Buy
20,399
+150
+0.7% +$8.36K 0.51% 32
2015
Q1 		$1.1M Sell
20,249
-131
-0.6% -$7.08K 0.49% 36
2014
Q4 		$1.12M Sell
20,380
-888
-4% -$47K 0.54% 36
2014
Q3 		$1.1M Sell
21,268
-980
-4% -$50.4K 0.55% 35
2014
Q2 		$1.17M Sell
22,248
-595
-3% -$29.9K 0.54% 37
2014
Q1 		$1.14M Sell
22,843
-70
-0.3% -$3.26K 0.48% 36
2013
Q4 		$1.04M Sell
22,913
-590
-3% -$25.5K 0.47% 38
2013
Q3 		$971K Sell
23,503
-245
-1% -$10.5K 0.36% 50
2013
Q2 		$980K Buy
+23,748
New +$925K 0.38% 50

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

Kopp Investment Advisors's WFC Position: Q3 2016 in Review

Kopp Investment Advisors sold out of Wells Fargo (WFC) in Q3 2016, closing a stake of 19,298 shares — an estimated $913K sold.

Kopp Investment Advisors first reported a position in WFC in Q2 2013 and held it in 13 quarters. The position peaked at $1.17M in Q2 2014. 1,889 funds tracked by Wall St. Rank hold WFC as of Q3 2016.

  • Kopp Investment Advisors reported no remaining Wells Fargo position as of Q3 2016 after selling out during the quarter.
  • Kopp Investment Advisors sold 19,298 Wells Fargo shares in Q3 2016, an estimated $913K.
  • Kopp Investment Advisors first reported a position in Wells Fargo in Q2 2013 and held it in 13 quarters.
  • Kopp Investment Advisors's Wells Fargo position peaked at $1.17M in Q2 2014.
  • 1,889 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2016.

Based on Kopp Investment Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.