KIG
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Kovitz Investment Group’s Wells Fargo WFC Stock Holding History

Kovitz Investment Group’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
2015
Q4 		$44.8M Sell
824,170
-4,944
-0.6% -$268K 2.76% 11
2015
Q3 		$42.6M Sell
829,114
-1,264
-0.2% -$69.5K 2.48% 16
2015
Q2 		$46.7M Sell
830,378
-11,409
-1% -$636K 2.59% 15
2015
Q1 		$45.8M Sell
841,787
-266,025
-24% -$14.4M 2.51% 16
2014
Q4 		$60.7M Sell
1,107,812
-38,137
-3% -$2.02M 2.99% 12
2014
Q3 		$59.4M Sell
1,145,949
-15,263
-1% -$785K 3.05% 14
2014
Q2 		$61M Sell
1,161,212
-703,423
-38% -$35.4M 3.18% 9
2014
Q1 		$73.2M Buy
1,864,635
+352,363
+23% +$16.4M 3.76% 2
2013
Q4 		$68.7M Sell
1,512,272
-1,031,345
-41% -$44.5M 3.13% 12
2013
Q3 		$105M Sell
2,543,617
-10,183
-0.4% -$435K 5.09% 2
2013
Q2 		$105M Buy
+2,553,800
New +$99.5M 5.4% 2

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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