Perkins Investment Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | $80.2M | Buy |
1,440,476
+163,735
| +13% | +$9.11M | 0.99% | 35 |
|
2016
Q4 | $70.4M | Sell |
1,276,741
-6,857
| -0.5% | -$378K | 0.9% | 36 |
|
2016
Q3 | $56.8M | Buy |
1,283,598
+198,447
| +18% | +$8.79M | 0.79% | 47 |
|
2016
Q2 | $51.4M | Sell |
1,085,151
-46,550
| -4% | -$2.2M | 0.78% | 54 |
|
2016
Q1 | $54.7M | Buy |
1,131,701
+103,012
| +10% | +$4.98M | 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% | -$3.06M | 0.75% | 50 |
|
2015
Q2 | $60.7M | Buy |
1,078,663
+28,034
| +3% | +$1.58M | 0.69% | 52 |
|
2015
Q1 | $57.2M | Buy |
1,050,629
+125,527
| +14% | +$6.83M | 0.57% | 68 |
|
2014
Q4 | $50.7M | Buy |
925,102
+140,901
| +18% | +$7.72M | 0.48% | 71 |
|
2014
Q3 | $40.7M | Buy |
784,201
+34,366
| +5% | +$1.78M | 0.37% | 88 |
|
2014
Q2 | $39.4M | Buy |
749,835
+30,321
| +4% | +$1.59M | 0.32% | 97 |
|
2014
Q1 | $35.8M | Buy |
719,514
+8,893
| +1% | +$442K | 0.27% | 101 |
|
2013
Q4 | $32.3M | Buy |
710,621
+148,962
| +27% | +$6.76M | 0.22% | 121 |
|
2013
Q3 | $23.2M | Buy |
561,659
+95,855
| +21% | +$3.96M | 0.16% | 140 |
|
2013
Q2 | $19.2M | Buy |
+465,804
| New | +$19.2M | 0.13% | 164 |
|