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Piershale Financial Group’s Wells Fargo WFC Stock Holding History

Piershale Financial Group’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
2016
Q2 		– Sell
-2
Closed – – 163
2016
Q1 		$0 Hold
2
– – ﹤0.01% 213
2015
Q4 		$0 Hold
2
– – ﹤0.01% 217
2015
Q3 		$0 Hold
2
– – ﹤0.01% 167
2015
Q2 		$0 Hold
2
– – ﹤0.01% 149
2015
Q1 		$0 Hold
2
– – ﹤0.01% 178
2014
Q4 		$0 Hold
2
– – ﹤0.01% 173
2014
Q3 		$0 Hold
2
– – ﹤0.01% 193
2014
Q2 		$0 Hold
2
– – ﹤0.01% 202
2014
Q1 		$0 Hold
2
– – ﹤0.01% 181
2013
Q4 		$0 Hold
2
– – ﹤0.01% 166
2013
Q3 		$0 Buy
+2
New +$85 ﹤0.01% 139

Other funds holding WFC

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Piershale Financial Group's WFC Position: Q2 2016 in Review

Piershale Financial Group sold out of Wells Fargo (WFC) in Q2 2016, closing a stake of 2 shares.

Piershale Financial Group first reported a position in WFC in Q3 2013 and held it in 11 quarters. The position peaked at $0 in Q1 2016. 1,896 funds tracked by Wall St. Rank hold WFC as of Q2 2016.

  • Piershale Financial Group reported no remaining Wells Fargo position as of Q2 2016 after selling out during the quarter.
  • Piershale Financial Group sold 2 Wells Fargo shares in Q2 2016.
  • Piershale Financial Group first reported a position in Wells Fargo in Q3 2013 and held it in 11 quarters.
  • Piershale Financial Group's Wells Fargo position peaked at $0 in Q1 2016.
  • 1,896 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2016.

Based on Piershale Financial Group's 13F filing for Q2 2016, filed 15 Jul 2016.