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Mesirow Financial Investment Management - Fixed Income’s Wells Fargo WFC Stock Holding History

Mesirow Financial Investment Management - Fixed Income’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
Q1 		– Sell
-8,401
Closed -$463K – 244
2016
Q4 		$463K Sell
8,401
-5,500
-40% -$277K 0.03% 160
2016
Q3 		$616K Sell
13,901
-9,767
-41% -$467K 0.04% 146
2016
Q2 		$1.12M Sell
23,668
-19,110
-45% -$932K 0.07% 117
2016
Q1 		$2.07M Hold
42,778
– – 0.95% 27
2015
Q4 		$2.33M Sell
42,778
-72
-0.2% -$3.91K 1.07% 17
2015
Q3 		$2.2M Sell
42,850
-137
-0.3% -$7.53K 0.62% 69
2015
Q2 		$2.42M Sell
42,987
-611
-1% -$34.1K 0.58% 67
2015
Q1 		$2.37M Sell
43,598
-130
-0.3% -$7.03K 0.57% 71
2014
Q4 		$2.4M Hold
43,728
– – 0.6% 61
2014
Q3 		$2.27M Buy
43,728
+2,300
+6% +$118K 0.57% 64
2014
Q2 		$2.18M Sell
41,428
-255
-0.6% -$12.8K 0.53% 75
2014
Q1 		$2.07M Buy
41,683
+8,675
+26% +$404K 0.5% 74
2013
Q4 		$1.5M Buy
33,008
+7,234
+28% +$312K 0.4% 84
2013
Q3 		$1.06M Sell
25,774
-9,967
-28% -$425K 0.3% 97
2013
Q2 		$1.48M Buy
+35,741
New +$1.39M 0.44% 82

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mesirow Financial Investment Management - Fixed Income's WFC Position: Q1 2017 in Review

Mesirow Financial Investment Management - Fixed Income sold out of Wells Fargo (WFC) in Q1 2017, closing a stake of 8,401 shares — an estimated $463K sold.

Mesirow Financial Investment Management - Fixed Income first reported a position in WFC in Q2 2013 and held it in 15 quarters. The position peaked at $2.42M in Q2 2015. 1,929 funds tracked by Wall St. Rank hold WFC as of Q1 2017.

  • Mesirow Financial Investment Management - Fixed Income reported no remaining Wells Fargo position as of Q1 2017 after selling out during the quarter.
  • Mesirow Financial Investment Management - Fixed Income sold 8,401 Wells Fargo shares in Q1 2017, an estimated $463K.
  • Mesirow Financial Investment Management - Fixed Income first reported a position in Wells Fargo in Q2 2013 and held it in 15 quarters.
  • Mesirow Financial Investment Management - Fixed Income's Wells Fargo position peaked at $2.42M in Q2 2015.
  • 1,929 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2017.

Based on Mesirow Financial Investment Management - Fixed Income's 13F filing for Q1 2017, filed 25 Apr 2017.