Mount Vernon Associates’s Wells Fargo WFC Stock Holding History

Mount Vernon 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 Q4	–	Sell	-9,067	Closed	-$401K	–	55
2016 Q3	$401K	Hold	9,067	–	–	0.83%	40
2016 Q2	$429K	Sell	9,067 -450	-5%	-$21.9K	0.92%	38
2016 Q1	$460K	Sell	9,517 -60	-0.6%	-$2.94K	1.02%	38
2015 Q4	$521K	Hold	9,577	–	–	1.14%	37
2015 Q3	$492K	Hold	9,577	–	–	1.14%	37
2015 Q2	$539K	Sell	9,577 -500	-5%	-$27.9K	1.16%	38
2015 Q1	$548K	Buy	10,077 +1,000	+11%	+$54K	1.18%	39
2014 Q4	$498K	Sell	9,077 -70	-0.8%	-$3.71K	1.14%	39
2014 Q3	$474K	Hold	9,147	–	–	1.18%	39
2014 Q2	$481K	Sell	9,147 -50	-0.5%	-$2.51K	1.22%	38
2014 Q1	$457K	Hold	9,197	–	–	1.19%	38
2013 Q4	$418K	Sell	9,197 -1,465	-14%	-$63.3K	1.09%	39
2013 Q3	$441K	Sell	10,662 -59,256	-85%	-$2.53M	1.34%	35
2013 Q2	$2.89M	Buy	+69,918	New	+$2.72M	3.11%	14

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

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mount Vernon Associates's WFC Position: Q4 2016 in Review

Mount Vernon Associates sold out of Wells Fargo (WFC) in Q4 2016, closing a stake of 9,067 shares — an estimated $401K sold.

Mount Vernon Associates first reported a position in WFC in Q2 2013 and held it in 14 quarters. The position peaked at $2.89M in Q2 2013. 1,945 funds tracked by Wall St. Rank hold WFC as of Q4 2016.

Mount Vernon Associates reported no remaining Wells Fargo position as of Q4 2016 after selling out during the quarter.
Mount Vernon Associates sold 9,067 Wells Fargo shares in Q4 2016, an estimated $401K.
Mount Vernon Associates first reported a position in Wells Fargo in Q2 2013 and held it in 14 quarters.
Mount Vernon Associates's Wells Fargo position peaked at $2.89M in Q2 2013.
1,945 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2016.

Based on Mount Vernon Associates's 13F filing for Q4 2016, filed 27 Jan 2017.