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Parasol Investment Management’s Wells Fargo WFC Stock Holding History

Parasol Investment Management’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
2017
Q1 		$56K Hold
1,000
– – 0.09% 56
2016
Q4 		$55K Sell
1,000
-840
-46% -$42.2K 0.06% 96
2016
Q3 		$81K Buy
1,840
+250
+16% +$12K 0.08% 82
2016
Q2 		$75K Hold
1,590
– – 0.08% 84
2016
Q1 		$77K Hold
1,590
– – 0.08% 78
2015
Q4 		$86K Buy
1,590
+100
+7% +$5.43K 0.08% 69
2015
Q3 		$77K Sell
1,490
-1,107
-43% -$60.9K 0.07% 74
2015
Q2 		$146K Buy
2,597
+1,000
+63% +$55.8K 0.1% 68
2015
Q1 		$87K Hold
1,597
– – 0.05% 83
2014
Q4 		$88K Hold
1,597
– – 0.06% 89
2014
Q3 		$83K Buy
1,597
+289
+22% +$14.9K 0.06% 80
2014
Q2 		$69K Buy
1,308
+362
+38% +$18.2K 0.05% 88
2014
Q1 		$47K Hold
946
– – 0.03% 95
2013
Q4 		$43K Buy
+946
New +$40.9K 0.03% 93

Other funds holding WFC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Parasol Investment Management's WFC Position: Q1 2017 in Review

Parasol Investment Management held its Wells Fargo (WFC) position steady in Q1 2017 at 1,000 shares worth $56K. The position accounts for 0.09% of the portfolio, ranked #56.

Parasol Investment Management first reported a position in WFC in Q4 2013 and has held it in 14 quarters since. The position peaked at $146K in Q2 2015. 1,928 funds tracked by Wall St. Rank hold WFC as of Q1 2017.

  • Parasol Investment Management held 1,000 shares of Wells Fargo worth $56K as of Q1 2017.
  • Parasol Investment Management left its Wells Fargo share count unchanged in Q1 2017.
  • Wells Fargo made up 0.09% of Parasol Investment Management's portfolio in Q1 2017, its #56 holding.
  • Parasol Investment Management first reported a position in Wells Fargo in Q4 2013 and has held it in 14 quarters since.
  • Parasol Investment Management's Wells Fargo position peaked at $146K in Q2 2015.
  • 1,928 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2017.

Based on Parasol Investment Management's 13F filing for Q1 2017, filed 24 Apr 2017.