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Perkins Investment Management’s Wells Fargo WFC Stock Holding History

Perkins 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 		$80.2M Buy
1,440,476
+163,735
+13% +$9.29M 0.99% 35
2016
Q4 		$70.4M Sell
1,276,741
-6,857
-0.5% -$345K 0.9% 36
2016
Q3 		$56.8M Buy
1,283,598
+198,447
+18% +$9.5M 0.79% 47
2016
Q2 		$51.4M Sell
1,085,151
-46,550
-4% -$2.27M 0.78% 54
2016
Q1 		$54.7M Buy
1,131,701
+103,012
+10% +$5.04M 0.82% 43
2015
Q4 		$55.9M Buy
1,028,689
+9,717
+1% +$528K 0.82% 44
2015
Q3 		$52.2M Sell
1,018,972
-59,691
-6% -$3.28M 0.75% 50
2015
Q2 		$60.7M Buy
1,078,663
+28,034
+3% +$1.56M 0.69% 52
2015
Q1 		$57.2M Buy
1,050,629
+125,527
+14% +$6.78M 0.57% 68
2014
Q4 		$50.7M Buy
925,102
+140,901
+18% +$7.46M 0.48% 71
2014
Q3 		$40.7M Buy
784,201
+34,366
+5% +$1.77M 0.37% 88
2014
Q2 		$39.4M Buy
749,835
+30,321
+4% +$1.52M 0.32% 97
2014
Q1 		$35.8M Buy
719,514
+8,893
+1% +$414K 0.27% 101
2013
Q4 		$32.3M Buy
710,621
+148,962
+27% +$6.43M 0.22% 121
2013
Q3 		$23.2M Buy
561,659
+95,855
+21% +$4.09M 0.16% 140
2013
Q2 		$19.2M Buy
+465,804
New +$18.2M 0.13% 164

Other funds holding WFC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Perkins Investment Management increased its Wells Fargo (WFC) stake by 13% in Q1 2017, buying an estimated $9.29M and bringing the position to 1,440,476 shares worth $80.2M. The position accounts for 0.99% of the portfolio, ranked #35.

Perkins Investment Management first reported a position in WFC in Q2 2013 and has held it in 16 quarters since. 1,930 funds tracked by Wall St. Rank hold WFC as of Q1 2017.

  • Perkins Investment Management held 1,440,476 shares of Wells Fargo worth $80.2M as of Q1 2017.
  • Perkins Investment Management bought 163,735 Wells Fargo shares in Q1 2017, an estimated $9.29M.
  • Wells Fargo made up 0.99% of Perkins Investment Management's portfolio in Q1 2017, its #35 holding.
  • Perkins Investment Management first reported a position in Wells Fargo in Q2 2013 and has held it in 16 quarters since.
  • 1,930 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2017.

Based on Perkins Investment Management's 13F filing for Q1 2017, filed 15 May 2017.