LVM Capital Management’s Wells Fargo WFC Stock Holding History

LVM Capital Management’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 Q2	–	Sell	-9,348	Closed	-$465K	–	117
2014 Q1	$465K	Hold	9,348	–	–	0.16%	64
2013 Q4	$424K	Hold	9,348	–	–	0.15%	73
2013 Q3	$386K	Hold	9,348	–	–	0.15%	75
2013 Q2	$386K	Buy	+9,348	New	+$364K	0.15%	75

Other funds holding WFC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

LVM Capital Management's WFC Position: Q2 2014 in Review

LVM Capital Management sold out of Wells Fargo (WFC) in Q2 2014, closing a stake of 9,348 shares — an estimated $465K sold.

LVM Capital Management first reported a position in WFC in Q2 2013 and held it in 4 quarters. The position peaked at $465K in Q1 2014. 1,650 funds tracked by Wall St. Rank hold WFC as of Q2 2014.

LVM Capital Management reported no remaining Wells Fargo position as of Q2 2014 after selling out during the quarter.
LVM Capital Management sold 9,348 Wells Fargo shares in Q2 2014, an estimated $465K.
LVM Capital Management first reported a position in Wells Fargo in Q2 2013 and held it in 4 quarters.
LVM Capital Management's Wells Fargo position peaked at $465K in Q1 2014.
1,650 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2014.

Based on LVM Capital Management's 13F filing for Q2 2014, filed 14 Jul 2014.