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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
2014
Q1 		– Sell
-3,515
Closed -$7.16M – 129
2013
Q4 		$7.16M Hold
3,515
– – 0.33% 40
2013
Q3 		$5.74M Buy
3,515
+24
+0.7% +$1.02K 0.28% 42
2013
Q2 		$5.75M Buy
+3,491
New +$136K 0.29% 40

Other funds holding WFC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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 $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $1.81T AUM 41.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kovitz Investment Group's WFC Position: Q4 2015 in Review

Kovitz Investment Group reduced its Wells Fargo (WFC) stake by 0.6% in Q4 2015, selling an estimated $268K and leaving 824,170 shares worth $44.8M. The position accounts for 2.76% of the portfolio, ranked #11.

Kovitz Investment Group first reported a position in WFC in Q2 2013 and has held it in 11 quarters since. The position peaked at $105M in Q2 2013. 1,900 funds tracked by Wall St. Rank hold WFC as of Q4 2015.

  • Kovitz Investment Group held 824,170 shares of Wells Fargo worth $44.8M as of Q4 2015.
  • Kovitz Investment Group sold 4,944 Wells Fargo shares in Q4 2015, an estimated $268K.
  • Wells Fargo made up 2.76% of Kovitz Investment Group's portfolio in Q4 2015, its #11 holding.
  • Kovitz Investment Group first reported a position in Wells Fargo in Q2 2013 and has held it in 11 quarters since.
  • Kovitz Investment Group's Wells Fargo position peaked at $105M in Q2 2013.
  • 1,900 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2015.

Based on Kovitz Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.