MIM
WFC icon

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

Other funds holding WFC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Midwest Investment Management's WFC Position: Q3 2017 in Review

Midwest Investment Management reduced its Wells Fargo (WFC) stake by 3.7% in Q3 2017, selling an estimated $303K and leaving 148,718 shares worth $8.2M. The position accounts for 6.75% of the portfolio, ranked #2.

Midwest Investment Management first reported a position in WFC in Q2 2013 and has held it in 18 quarters since. The position peaked at $8.88M in Q2 2015. 1,867 funds tracked by Wall St. Rank hold WFC as of Q3 2017.

  • Midwest Investment Management held 148,718 shares of Wells Fargo worth $8.2M as of Q3 2017.
  • Midwest Investment Management sold 5,698 Wells Fargo shares in Q3 2017, an estimated $303K.
  • Wells Fargo made up 6.75% of Midwest Investment Management's portfolio in Q3 2017, its #2 holding.
  • Midwest Investment Management first reported a position in Wells Fargo in Q2 2013 and has held it in 18 quarters since.
  • Midwest Investment Management's Wells Fargo position peaked at $8.88M in Q2 2015.
  • 1,867 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2017.

Based on Midwest Investment Management's 13F filing for Q3 2017, filed 13 Oct 2017.