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MPI Investment Management’s Wells Fargo WFC Stock Holding History

MPI 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
Q4 		$2.45M Buy
+40,311
New +$2.28M 2.93% 7

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 $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

MPI Investment Management's WFC Position: Q4 2017 in Review

MPI Investment Management opened a new position in Wells Fargo (WFC) in Q4 2017: 40,311 shares worth $2.45M. The stake represents 2.93% of the portfolio and ranks #7 among its holdings.

2,053 funds tracked by Wall St. Rank hold WFC as of Q4 2017.

  • MPI Investment Management held 40,311 shares of Wells Fargo worth $2.45M as of Q4 2017.
  • Wells Fargo was a new MPI Investment Management position in Q4 2017.
  • Wells Fargo made up 2.93% of MPI Investment Management's portfolio in Q4 2017, its #7 holding.
  • 2,053 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2017.

Based on MPI Investment Management's 13F filing for Q4 2017, filed 6 Feb 2018.