Palisades Investment Partners’s Wells Fargo WFC Stock Holding History

Palisades Investment Partners’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 Q2	$2.01M	Sell	38,150 -25,590	-40%	-$1.29M	3.57%	3
2014 Q1	$3.17M	Hold	63,740	–	–	3.43%	2
2013 Q4	$2.93M	Sell	63,740 -19,600	-24%	-$846K	3.24%	3
2013 Q3	$3.44M	Hold	83,340	–	–	3.24%	4
2013 Q2	$3.44M	Buy	+83,340	New	+$3.25M	3.42%	3

Other funds holding WFC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Palisades Investment Partners's WFC Position: Q2 2014 in Review

Palisades Investment Partners reduced its Wells Fargo (WFC) stake by 40% in Q2 2014, selling an estimated $1.29M and leaving 38,150 shares worth $2.01M. The position accounts for 3.57% of the portfolio, ranked #3.

Palisades Investment Partners first reported a position in WFC in Q2 2013 and has held it in 5 quarters since. The position peaked at $3.44M in Q3 2013. 1,650 funds tracked by Wall St. Rank hold WFC as of Q2 2014.

Palisades Investment Partners held 38,150 shares of Wells Fargo worth $2.01M as of Q2 2014.
Palisades Investment Partners sold 25,590 Wells Fargo shares in Q2 2014, an estimated $1.29M.
Wells Fargo made up 3.57% of Palisades Investment Partners's portfolio in Q2 2014, its #3 holding.
Palisades Investment Partners first reported a position in Wells Fargo in Q2 2013 and has held it in 5 quarters since.
Palisades Investment Partners's Wells Fargo position peaked at $3.44M in Q3 2013.
1,650 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2014.

Based on Palisades Investment Partners's 13F filing for Q2 2014, filed 28 Jul 2014.