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Marsico Capital Management’s Wells Fargo WFC Stock Holding History

Marsico 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
2017
Q2 		– Sell
-1,203,551
Closed -$67M – 111
2017
Q1 		$67M Sell
1,203,551
-26,114
-2% -$1.48M 2.9% 11
2016
Q4 		$67.8M Buy
+1,229,665
New +$61.8M 3% 11
2013
Q4 		– Sell
-7,126,300
Closed -$294M – 113
2013
Q3 		$294M Sell
7,126,300
-2,030,362
-22% -$86.7M 2.18% 19
2013
Q2 		$378M Buy
+9,156,662
New +$357M 2.37% 17

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Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Marsico Capital Management's WFC Position: Q2 2017 in Review

Marsico Capital Management sold out of Wells Fargo (WFC) in Q2 2017, closing a stake of 1,203,551 shares — an estimated $67M sold.

Marsico Capital Management first reported a position in WFC in Q2 2013 and held it in 4 quarters. The position peaked at $378M in Q2 2013. 1,913 funds tracked by Wall St. Rank hold WFC as of Q2 2017.

  • Marsico Capital Management reported no remaining Wells Fargo position as of Q2 2017 after selling out during the quarter.
  • Marsico Capital Management sold 1,203,551 Wells Fargo shares in Q2 2017, an estimated $67M.
  • Marsico Capital Management first reported a position in Wells Fargo in Q2 2013 and held it in 4 quarters.
  • Marsico Capital Management's Wells Fargo position peaked at $378M in Q2 2013.
  • 1,913 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2017.

Based on Marsico Capital Management's 13F filing for Q2 2017, filed 14 Aug 2017.