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NWQ Investment Management Company’s Wells Fargo WFC Stock Holding History

NWQ Investment Management Company’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
2019
Q4 		– Sell
-379,899
Closed -$19.2M – 168
2019
Q3 		$19.2M Sell
379,899
-133,379
-26% -$6.28M 0.46% 85
2019
Q2 		$24.3M Sell
513,278
-16,818
-3% -$786K 0.55% 80
2019
Q1 		$25.6M Buy
530,096
+6,944
+1% +$342K 0.56% 82
2018
Q4 		$24.1M Buy
523,152
+58,839
+13% +$3.01M 0.57% 81
2018
Q3 		$24.9M Sell
464,313
-74,574
-14% -$4.26M 0.49% 87
2018
Q2 		$29.9M Sell
538,887
-199,865
-27% -$10.7M 0.54% 82
2018
Q1 		$38.7M Sell
738,752
-27,146
-4% -$1.61M 0.63% 69
2017
Q4 		$46.5M Sell
765,898
-14,848
-2% -$839K 0.6% 63
2017
Q3 		$43.1M Sell
780,746
-137,827
-15% -$7.33M 0.53% 68
2017
Q2 		$50.9M Sell
918,573
-38,031
-4% -$2.04M 0.7% 58
2017
Q1 		$55.2M Sell
956,604
-32,600
-3% -$1.85M 0.73% 58
2016
Q4 		$54.5M Sell
989,204
-501,582
-34% -$25.2M 0.74% 58
2016
Q3 		$66M Sell
1,490,786
-48,614
-3% -$2.33M 0.96% 39
2016
Q2 		$72.9M Sell
1,539,400
-224,684
-13% -$11M 1.25% 25
2016
Q1 		$85.3M Sell
1,764,084
-53,675
-3% -$2.63M 1.33% 21
2015
Q4 		$98.8M Sell
1,817,759
-26,829
-1% -$1.46M 1.53% 13
2015
Q3 		$94.7M Sell
1,844,588
-138,245
-7% -$7.6M 1.46% 16
2015
Q2 		$108M Sell
1,982,833
-247,397
-11% -$13.8M 1.49% 17
2015
Q1 		$121M Sell
2,230,230
-260,098
-10% -$14.1M 1.51% 16
2014
Q4 		$137M Sell
2,490,328
-997,113
-29% -$52.8M 1.64% 16
2014
Q3 		$178M Sell
3,487,441
-335,926
-9% -$17.3M 1.96% 14
2014
Q2 		$201M Sell
3,823,367
-1,067,607
-22% -$53.7M 2.02% 13
2014
Q1 		$243M Sell
4,890,974
-363,364
-7% -$16.9M 2.13% 17
2013
Q4 		$239M Buy
5,254,338
+605,269
+13% +$26.1M 2.09% 19
2013
Q3 		$192M Sell
4,649,069
-1,414,545
-23% -$60.4M 1.82% 20
2013
Q2 		$250M Buy
+6,063,614
New +$236M 2.18% 19

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BlackRock
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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

NWQ Investment Management Company's WFC Position: Q4 2019 in Review

NWQ Investment Management Company sold out of Wells Fargo (WFC) in Q4 2019, closing a stake of 379,899 shares — an estimated $19.2M sold.

NWQ Investment Management Company first reported a position in WFC in Q2 2013 and held it in 26 quarters. The position peaked at $250M in Q2 2013. 2,095 funds tracked by Wall St. Rank hold WFC as of Q4 2019.

  • NWQ Investment Management Company reported no remaining Wells Fargo position as of Q4 2019 after selling out during the quarter.
  • NWQ Investment Management Company sold 379,899 Wells Fargo shares in Q4 2019, an estimated $19.2M.
  • NWQ Investment Management Company first reported a position in Wells Fargo in Q2 2013 and held it in 26 quarters.
  • NWQ Investment Management Company's Wells Fargo position peaked at $250M in Q2 2013.
  • 2,095 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2019.

Based on NWQ Investment Management Company's 13F filing for Q4 2019, filed 14 Feb 2020.