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Mizuho Trust & Banking’s Wells Fargo WFC Stock Holding History

Mizuho Trust & Banking’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
Q4 		– Sell
-7,843,506
Closed -$347M – 657
2016
Q3 		$347M Buy
7,843,506
+62,892
+0.8% +$3.01M 1.03% 14
2016
Q2 		$368M Buy
7,780,614
+10,855
+0.1% +$529K 1.13% 13
2016
Q1 		$376M Buy
7,769,759
+258,372
+3% +$12.7M 1.19% 9
2015
Q4 		$412M Buy
7,511,387
+7,080
+0.1% +$384K 1.36% 8
2015
Q3 		$385M Buy
7,504,307
+263,766
+4% +$14.5M 1.33% 7
2015
Q2 		$407M Buy
7,240,541
+273,844
+4% +$15.3M 1.35% 7
2015
Q1 		$379M Buy
6,966,697
+230,832
+3% +$12.5M 1.28% 8
2014
Q4 		$369M Buy
6,735,865
+185,660
+3% +$9.83M 1.3% 8
2014
Q3 		$339M Sell
6,550,205
-343,296
-5% -$17.7M 1.28% 8
2014
Q2 		$362M Sell
6,893,501
-81,225
-1% -$4.08M 1.3% 8
2014
Q1 		$347M Sell
6,974,726
-172,463
-2% -$8.03M 1.3% 8
2013
Q4 		$329M Buy
7,147,189
+27,981
+0.4% +$1.21M 1.25% 8
2013
Q3 		$294M Hold
7,119,208
– – 1.23% 10
2013
Q2 		$294M Buy
+7,119,208
New +$277M 1.24% 10

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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mizuho Trust & Banking's WFC Position: Q4 2016 in Review

Mizuho Trust & Banking sold out of Wells Fargo (WFC) in Q4 2016, closing a stake of 7,843,506 shares — an estimated $347M sold.

Mizuho Trust & Banking first reported a position in WFC in Q2 2013 and held it in 14 quarters. The position peaked at $412M in Q4 2015. 1,945 funds tracked by Wall St. Rank hold WFC as of Q4 2016.

  • Mizuho Trust & Banking reported no remaining Wells Fargo position as of Q4 2016 after selling out during the quarter.
  • Mizuho Trust & Banking sold 7,843,506 Wells Fargo shares in Q4 2016, an estimated $347M.
  • Mizuho Trust & Banking first reported a position in Wells Fargo in Q2 2013 and held it in 14 quarters.
  • Mizuho Trust & Banking's Wells Fargo position peaked at $412M in Q4 2015.
  • 1,945 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2016.

Based on Mizuho Trust & Banking's 13F filing for Q4 2016, filed 14 Feb 2017.