Marvin & Palmer Associates’s Wells Fargo WFC Stock Holding History

Marvin & Palmer Associates’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
2016 Q3	–	Sell	-45,100	Closed	-$2.13M	–	46
2016 Q2	$2.13M	Buy	45,100 +4,725	+12%	+$230K	2.89%	11
2016 Q1	$1.95M	Buy	40,375 +1,700	+4%	+$83.2K	2.28%	18
2015 Q4	$2.1M	Sell	38,675 -1,500	-4%	-$81.4K	2.15%	22
2015 Q3	$2.06M	Sell	40,175 -5,925	-13%	-$326K	2.46%	18
2015 Q2	$2.59M	Sell	46,100 -500	-1%	-$27.9K	2.45%	18
2015 Q1	$2.54M	Buy	46,600 +4,293	+10%	+$232K	2.2%	19
2014 Q4	$2.32M	Sell	42,307 -1,423	-3%	-$75.3K	2.36%	15
2014 Q3	$2.27M	Sell	43,730 -13,210	-23%	-$680K	2.31%	12
2014 Q2	$2.99M	Buy	56,940 +38,940	+216%	+$1.96M	2.6%	9
2014 Q1	$895K	Buy	+18,000	New	+$838K	0.78%	49

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Marvin & Palmer Associates's WFC Position: Q3 2016 in Review

Marvin & Palmer Associates sold out of Wells Fargo (WFC) in Q3 2016, closing a stake of 45,100 shares — an estimated $2.13M sold.

Marvin & Palmer Associates first reported a position in WFC in Q1 2014 and held it in 10 quarters. The position peaked at $2.99M in Q2 2014. 1,889 funds tracked by Wall St. Rank hold WFC as of Q3 2016.

Marvin & Palmer Associates reported no remaining Wells Fargo position as of Q3 2016 after selling out during the quarter.
Marvin & Palmer Associates sold 45,100 Wells Fargo shares in Q3 2016, an estimated $2.13M.
Marvin & Palmer Associates first reported a position in Wells Fargo in Q1 2014 and held it in 10 quarters.
Marvin & Palmer Associates's Wells Fargo position peaked at $2.99M in Q2 2014.
1,889 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2016.

Based on Marvin & Palmer Associates's 13F filing for Q3 2016, filed 16 Nov 2016.