MS
WFC icon

Madison Scottsdale’s Wells Fargo WFC Stock Holding History

Madison Scottsdale’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
2013
Q4 		$91K Sell
2,000
-5,600
-74% -$242K 0.08% 15
2013
Q3 		$314K Hold
7,600
– – 0.3% 13
2013
Q2 		$314K Buy
+7,600
New +$296K 0.31% 21

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

Madison Scottsdale's WFC Position: Q4 2013 in Review

Madison Scottsdale reduced its Wells Fargo (WFC) stake by 74% in Q4 2013, selling an estimated $242K and leaving 2,000 shares worth $91K. The position accounts for 0.08% of the portfolio, ranked #15.

Madison Scottsdale first reported a position in WFC in Q2 2013 and has held it in 3 quarters since. The position peaked at $314K in Q3 2013. 1,619 funds tracked by Wall St. Rank hold WFC as of Q4 2013.

  • Madison Scottsdale held 2,000 shares of Wells Fargo worth $91K as of Q4 2013.
  • Madison Scottsdale sold 5,600 Wells Fargo shares in Q4 2013, an estimated $242K.
  • Wells Fargo made up 0.08% of Madison Scottsdale's portfolio in Q4 2013, its #15 holding.
  • Madison Scottsdale first reported a position in Wells Fargo in Q2 2013 and has held it in 3 quarters since.
  • Madison Scottsdale's Wells Fargo position peaked at $314K in Q3 2013.
  • 1,619 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2013.

Based on Madison Scottsdale's 13F filing for Q4 2013, filed 12 Feb 2014.