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MacNealy Hoover Investment Management’s Wells Fargo WFC Stock Holding History

MacNealy Hoover Investment 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
2015
Q3 		– Sell
-3,650
Closed -$205K – 85
2015
Q2 		$205K Buy
+3,650
New +$204K 0.17% 82
2015
Q1 		– Sell
-3,650
Closed -$200K – 86
2014
Q4 		$200K Buy
+3,650
New +$193K 0.17% 83

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

MacNealy Hoover Investment Management's WFC Position: Q3 2015 in Review

MacNealy Hoover Investment Management sold out of Wells Fargo (WFC) in Q3 2015, closing a stake of 3,650 shares — an estimated $205K sold.

MacNealy Hoover Investment Management first reported a position in WFC in Q4 2014 and held it in 2 quarters. The position peaked at $205K in Q2 2015. 1,827 funds tracked by Wall St. Rank hold WFC as of Q3 2015.

  • MacNealy Hoover Investment Management reported no remaining Wells Fargo position as of Q3 2015 after selling out during the quarter.
  • MacNealy Hoover Investment Management sold 3,650 Wells Fargo shares in Q3 2015, an estimated $205K.
  • MacNealy Hoover Investment Management first reported a position in Wells Fargo in Q4 2014 and held it in 2 quarters.
  • MacNealy Hoover Investment Management's Wells Fargo position peaked at $205K in Q2 2015.
  • 1,827 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2015.

Based on MacNealy Hoover Investment Management's 13F filing for Q3 2015, filed 14 Oct 2015.