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Pacific Financial Group’s Wells Fargo WFC Stock Holding History

Pacific 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
2015
Q1 		– Sell
-200
Closed -$11K – 192
2014
Q4 		$11K Buy
+200
New +$10.6K ﹤0.01% 154

Other funds holding WFC

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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
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

Pacific Financial Group's WFC Position: Q1 2015 in Review

Pacific Financial Group sold out of Wells Fargo (WFC) in Q1 2015, closing a stake of 200 shares — an estimated $11K sold.

Pacific Financial Group first reported a position in WFC in Q4 2014 and held it in 1 quarter. The position peaked at $11K in Q4 2014. 1,767 funds tracked by Wall St. Rank hold WFC as of Q1 2015.

  • Pacific Financial Group reported no remaining Wells Fargo position as of Q1 2015 after selling out during the quarter.
  • Pacific Financial Group sold 200 Wells Fargo shares in Q1 2015, an estimated $11K.
  • Pacific Financial Group first reported a position in Wells Fargo in Q4 2014 and held it in 1 quarter.
  • Pacific Financial Group's Wells Fargo position peaked at $11K in Q4 2014.
  • 1,767 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2015.

Based on Pacific Financial Group's 13F filing for Q1 2015, filed 27 Apr 2015.