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Northwestern Mutual Investment Services’s Wells Fargo WFC Stock Holding History

Northwestern Mutual Investment Services’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
2015
Q4 		– Sell
-150
Closed -$8K – 377
2015
Q3 		$8K Buy
+150
New +$8.25K ﹤0.01% 53
2015
Q2 		– Sell
-40
Closed -$2K – 125
2015
Q1 		$2K Buy
+40
New +$2.16K ﹤0.01% 61
2014
Q3 		– Sell
-309
Closed -$16K – 135
2014
Q2 		$16K Buy
+309
New +$15.5K 0.01% 36

Other funds holding WFC

Berkshire Hathaway
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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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Northwestern Mutual Investment Services's WFC Position: Q4 2015 in Review

Northwestern Mutual Investment Services sold out of Wells Fargo (WFC) in Q4 2015, closing a stake of 150 shares — an estimated $8K sold.

Northwestern Mutual Investment Services first reported a position in WFC in Q2 2014 and held it in 3 quarters. The position peaked at $16K in Q2 2014. 1,898 funds tracked by Wall St. Rank hold WFC as of Q4 2015.

  • Northwestern Mutual Investment Services reported no remaining Wells Fargo position as of Q4 2015 after selling out during the quarter.
  • Northwestern Mutual Investment Services sold 150 Wells Fargo shares in Q4 2015, an estimated $8K.
  • Northwestern Mutual Investment Services first reported a position in Wells Fargo in Q2 2014 and held it in 3 quarters.
  • Northwestern Mutual Investment Services's Wells Fargo position peaked at $16K in Q2 2014.
  • 1,898 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2015.

Based on Northwestern Mutual Investment Services's 13F filing for Q4 2015, filed 16 Feb 2016.