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MIM
Midwest Investment Management’s
Wells Fargo
WFC
Stock Holding History
Midwest Investment 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
Q3
$8.2M
Sell
148,718
-5,698
-4%
-$303K
6.75%
2
2017
Q2
$8.56M
Buy
154,416
+45
+0%
+$2.41K
7.21%
2
2017
Q1
$8.59M
Sell
154,371
-3,538
-2%
-$201K
7.33%
2
2016
Q4
$8.7M
Sell
157,909
-2,609
-2%
-$131K
7.47%
2
2016
Q3
$7.11M
Sell
160,518
-2,720
-2%
-$130K
6.17%
2
2016
Q2
$7.73M
Buy
163,238
+6,328
+4%
+$309K
6.3%
2
2016
Q1
$7.59M
Buy
156,910
+420
+0.3%
+$20.6K
6.12%
2
2015
Q4
$8.51M
Sell
156,490
-415
-0.3%
-$22.5K
7.23%
2
2015
Q3
$8.06M
Sell
156,905
-1,025
-0.6%
-$56.4K
6.85%
2
2015
Q2
$8.88M
Sell
157,930
-1,305
-0.8%
-$72.8K
6.83%
2
2015
Q1
$8.66M
Sell
159,235
-1,075
-0.7%
-$58.1K
6.58%
2
2014
Q4
$8.79M
Buy
160,310
+2,535
+2%
+$134K
6.38%
2
2014
Q3
$8.18M
Sell
157,775
-1,390
-0.9%
-$71.5K
6.1%
2
2014
Q2
$8.37M
Sell
159,165
-4,370
-3%
-$220K
6.1%
2
2014
Q1
$8.13M
Sell
163,535
-2,181
-1%
-$102K
6.08%
2
2013
Q4
$7.52M
Sell
165,716
-8,632
-5%
-$373K
5.61%
2
2013
Q3
$7.2M
Buy
174,348
+59,710
+52%
+$2.55M
6.05%
2
2013
Q2
$4.73M
Buy
+114,638
New
+$4.47M
4.81%
1
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$263B AUM
16.68%
1-Year Est. Return
Vanguard Group
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$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
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$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Dodge & Cox
San Francisco, California
$182B AUM
14.68%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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