NewFocus Financial Group’s Wells Fargo WFC Stock Holding History

NewFocus Financial Group’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	-36,512	Closed	-$1.62M	–	61
2016 Q3	$1.62M	Sell	36,512 -1,012	-3%	-$48.4K	1.17%	32
2016 Q2	$1.78M	Buy	37,524 +730	+2%	+$35.6K	1.31%	31
2016 Q1	$1.78M	Buy	36,794 +747	+2%	+$36.6K	1.3%	29
2015 Q4	$1.96M	Buy	36,047 +13,537	+60%	+$735K	1.36%	29
2015 Q3	$1.16M	Buy	+22,510	New	+$1.24M	0.89%	36

Other funds holding WFC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NewFocus Financial Group's WFC Position: Q4 2016 in Review

NewFocus Financial Group sold out of Wells Fargo (WFC) in Q4 2016, closing a stake of 36,512 shares — an estimated $1.62M sold.

NewFocus Financial Group first reported a position in WFC in Q3 2015 and held it in 5 quarters. The position peaked at $1.96M in Q4 2015. 1,946 funds tracked by Wall St. Rank hold WFC as of Q4 2016.

NewFocus Financial Group reported no remaining Wells Fargo position as of Q4 2016 after selling out during the quarter.
NewFocus Financial Group sold 36,512 Wells Fargo shares in Q4 2016, an estimated $1.62M.
NewFocus Financial Group first reported a position in Wells Fargo in Q3 2015 and held it in 5 quarters.
NewFocus Financial Group's Wells Fargo position peaked at $1.96M in Q4 2015.
1,946 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2016.

Based on NewFocus Financial Group's 13F filing for Q4 2016, filed 2 Feb 2017.