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Lupo Securities’s Wells Fargo WFC Stock Holding History

Lupo Securities’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
Q3 		$58K Buy
1,120
+500
+81% +$27.5K 0.44% 29
2015
Q2 		$35K Sell
620
-5,930
-91% -$331K 0.14% 39
2015
Q1 		$356K Buy
6,550
+3,060
+88% +$165K 0.56% 40
2014
Q4 		$191K Buy
+3,490
New +$185K 0.09% 86

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Lupo Securities's WFC Position: Q3 2015 in Review

Lupo Securities increased its Wells Fargo (WFC) stake by 81% in Q3 2015, buying an estimated $27.5K and bringing the position to 1,120 shares worth $58K. The position accounts for 0.44% of the portfolio, ranked #29.

Lupo Securities first reported a position in WFC in Q4 2014 and has held it in 4 quarters since. The position peaked at $356K in Q1 2015. 1,827 funds tracked by Wall St. Rank hold WFC as of Q3 2015.

  • Lupo Securities held 1,120 shares of Wells Fargo worth $58K as of Q3 2015.
  • Lupo Securities bought 500 Wells Fargo shares in Q3 2015, an estimated $27.5K.
  • Wells Fargo made up 0.44% of Lupo Securities's portfolio in Q3 2015, its #29 holding.
  • Lupo Securities first reported a position in Wells Fargo in Q4 2014 and has held it in 4 quarters since.
  • Lupo Securities's Wells Fargo position peaked at $356K in Q1 2015.
  • 1,827 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2015.

Based on Lupo Securities's 13F filing for Q3 2015, filed 13 Nov 2015.