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Lloyds Banking Group’s Wells Fargo WFC Stock Holding History

Lloyds Banking 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
2016
Q1 		– Sell
-6,307
Closed -$342K – 69
2015
Q4 		$342K Sell
6,307
-1,106
-15% -$60.1K 2.77% 8
2015
Q3 		$380K Sell
7,413
-961
-11% -$52.8K 2.81% 10
2015
Q2 		$471K Sell
8,374
-13,091
-61% -$730K 3.02% 8
2015
Q1 		$1.17M Sell
21,465
-6,755
-24% -$365K 2.98% 16
2014
Q4 		$1.55M Sell
28,220
-76,042
-73% -$4.03M 2.98% 16
2014
Q3 		$5.41M Sell
104,262
-7,258
-7% -$373K 1.47% 10
2014
Q2 		$5.86M Sell
111,520
-3,829,429
-97% -$192M 1.42% 10
2014
Q1 		$196M Buy
3,940,949
+445,823
+13% +$20.8M 1.75% 4
2013
Q4 		$159M Buy
3,495,126
+180,913
+5% +$7.81M 1.43% 9
2013
Q3 		$137M Buy
3,314,213
+377,787
+13% +$16.1M 1.4% 10
2013
Q2 		$121M Buy
+2,936,426
New +$114M 1.27% 12

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Lloyds Banking Group's WFC Position: Q1 2016 in Review

Lloyds Banking Group sold out of Wells Fargo (WFC) in Q1 2016, closing a stake of 6,307 shares — an estimated $342K sold.

Lloyds Banking Group first reported a position in WFC in Q2 2013 and held it in 11 quarters. The position peaked at $196M in Q1 2014. 1,900 funds tracked by Wall St. Rank hold WFC as of Q1 2016.

  • Lloyds Banking Group reported no remaining Wells Fargo position as of Q1 2016 after selling out during the quarter.
  • Lloyds Banking Group sold 6,307 Wells Fargo shares in Q1 2016, an estimated $342K.
  • Lloyds Banking Group first reported a position in Wells Fargo in Q2 2013 and held it in 11 quarters.
  • Lloyds Banking Group's Wells Fargo position peaked at $196M in Q1 2014.
  • 1,900 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2016.

Based on Lloyds Banking Group's 13F filing for Q1 2016, filed 9 May 2016.