PIM
WFC icon

Partner Investment Management’s Wells Fargo WFC Stock Holding History

Partner 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
2015
Q1 		– Sell
-21,844
Closed -$1.2M – 102
2014
Q4 		$1.2M Buy
+21,844
New +$1.16M 0.49% 51

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
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

Partner Investment Management's WFC Position: Q1 2015 in Review

Partner Investment Management sold out of Wells Fargo (WFC) in Q1 2015, closing a stake of 21,844 shares — an estimated $1.2M sold.

Partner Investment Management first reported a position in WFC in Q4 2014 and held it in 1 quarter. The position peaked at $1.2M in Q4 2014. 1,768 funds tracked by Wall St. Rank hold WFC as of Q1 2015.

  • Partner Investment Management reported no remaining Wells Fargo position as of Q1 2015 after selling out during the quarter.
  • Partner Investment Management sold 21,844 Wells Fargo shares in Q1 2015, an estimated $1.2M.
  • Partner Investment Management first reported a position in Wells Fargo in Q4 2014 and held it in 1 quarter.
  • Partner Investment Management's Wells Fargo position peaked at $1.2M in Q4 2014.
  • 1,768 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2015.

Based on Partner Investment Management's 13F filing for Q1 2015, filed 15 May 2015.