Long Wharf Investors’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q2
$364K Buy
6,926
+3
+0% +$151 0.29% 120
2014
Q1
$344K Buy
6,923
+440
+7% +$20.5K 0.29% 121
2013
Q4
$294K Sell
6,483
-406
-6% -$17.5K 0.27% 105
2013
Q3
$285K Hold
6,889
0.27% 108
2013
Q2
$284K Buy
+6,889
New +$268K 0.28% 95

Other funds holding WFC

Long Wharf Investors's WFC Position: Q2 2014 in Review

Long Wharf Investors increased its Wells Fargo (WFC) stake by 0.04% in Q2 2014, buying an estimated $151 and bringing the position to 6,926 shares worth $364K. The position accounts for 0.29% of the portfolio, ranked #120.

Long Wharf Investors first reported a position in WFC in Q2 2013 and has held it in 5 quarters since. 1,649 funds tracked by Wall St. Rank hold WFC as of Q2 2014.

  • Long Wharf Investors held 6,926 shares of Wells Fargo worth $364K as of Q2 2014.
  • Long Wharf Investors bought 3 Wells Fargo shares in Q2 2014, an estimated $151.
  • Wells Fargo made up 0.29% of Long Wharf Investors's portfolio in Q2 2014, its #120 holding.
  • Long Wharf Investors first reported a position in Wells Fargo in Q2 2013 and has held it in 5 quarters since.
  • 1,649 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2014.

Based on Long Wharf Investors's 13F filing for Q2 2014, filed 4 Aug 2014.