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Maple Securities USA’s Wells Fargo WFC Stock Holding History

Maple Securities USA’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
-15,134
Closed -$851K – 186
2015
Q2 		$851K Buy
15,134
+7,230
+91% +$403K 0.08% 84
2015
Q1 		$430K Sell
7,904
-296,658
-97% -$16M 0.04% 126
2014
Q4 		$16.7M Sell
304,562
-199,205
-40% -$10.5M 1.32% 8
2014
Q3 		$26.1M Buy
+503,767
New +$25.9M 2.86% 3
2014
Q1 		– Sell
-725,813
Closed -$33M – 372
2013
Q4 		$33M Buy
725,813
+434,401
+149% +$18.8M 2.4% 4
2013
Q3 		$12M Buy
291,412
+117,194
+67% +$5M 0.96% 17
2013
Q2 		$7.19M Buy
+174,218
New +$6.79M 0.66% 16

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

Maple Securities USA's WFC Position: Q3 2015 in Review

Maple Securities USA sold out of Wells Fargo (WFC) in Q3 2015, closing a stake of 15,134 shares — an estimated $851K sold.

Maple Securities USA first reported a position in WFC in Q2 2013 and held it in 7 quarters. The position peaked at $33M in Q4 2013. 1,827 funds tracked by Wall St. Rank hold WFC as of Q3 2015.

  • Maple Securities USA reported no remaining Wells Fargo position as of Q3 2015 after selling out during the quarter.
  • Maple Securities USA sold 15,134 Wells Fargo shares in Q3 2015, an estimated $851K.
  • Maple Securities USA first reported a position in Wells Fargo in Q2 2013 and held it in 7 quarters.
  • Maple Securities USA's Wells Fargo position peaked at $33M in Q4 2013.
  • 1,827 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2015.

Based on Maple Securities USA's 13F filing for Q3 2015, filed 3 Nov 2015.