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New Vernon Investment Management’s Wells Fargo WFC Stock Holding History

New Vernon 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
2014
Q4 		– Sell
-10,000
Closed -$519K – 70
2014
Q3 		$519K Sell
10,000
-10,000
-50% -$514K 0.42% 39
2014
Q2 		$1.05M Buy
+20,000
New +$1.01M 0.73% 39

Other funds holding WFC

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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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

New Vernon Investment Management's WFC Position: Q4 2014 in Review

New Vernon Investment Management sold out of Wells Fargo (WFC) in Q4 2014, closing a stake of 10,000 shares — an estimated $519K sold.

New Vernon Investment Management first reported a position in WFC in Q2 2014 and held it in 2 quarters. The position peaked at $1.05M in Q2 2014. 1,788 funds tracked by Wall St. Rank hold WFC as of Q4 2014.

  • New Vernon Investment Management reported no remaining Wells Fargo position as of Q4 2014 after selling out during the quarter.
  • New Vernon Investment Management sold 10,000 Wells Fargo shares in Q4 2014, an estimated $519K.
  • New Vernon Investment Management first reported a position in Wells Fargo in Q2 2014 and held it in 2 quarters.
  • New Vernon Investment Management's Wells Fargo position peaked at $1.05M in Q2 2014.
  • 1,788 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2014.

Based on New Vernon Investment Management's 13F filing for Q4 2014, filed 17 Feb 2015.