Psagot Value Holdings’s Wells Fargo & Company Ws WFC.WS Stock Holding History

Psagot Value Holdings’s Portfolio WFC.WS Stock Details WFC.WS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-1,000	Closed	-$12K	–	415
2016 Q3	$12K	Hold	1,000	–	–	﹤0.01%	306
2016 Q2	$14K	Hold	1,000	–	–	﹤0.01%	290
2016 Q1	$16K	Hold	1,000	–	–	﹤0.01%	325
2015 Q4	$20K	Hold	1,000	–	–	﹤0.01%	334
2015 Q3	$18K	Hold	1,000	–	–	﹤0.01%	332
2015 Q2	$22K	Hold	1,000	–	–	﹤0.01%	340
2015 Q1	$20K	Hold	1,000	–	–	﹤0.01%	325
2014 Q4	$21K	Sell	1,000 -300	-23%	-$6.18K	﹤0.01%	322
2014 Q3	$26K	Hold	1,300	–	–	﹤0.01%	348
2014 Q2	$28K	Buy	+1,300	New	+$25.2K	﹤0.01%	358

Other funds holding WFC.WS

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return

PCM

Punch Card Management Winter Park, Florida $271M AUM 11.49% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

CAM

Chou Associates Management Toronto, Ontario, Canada $210M AUM 15.42% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

WIM

Wittenberg Investment Management Carlisle, Massachusetts $269M AUM 28.17% 1-Year Est. Return

GAM

Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

CCA

Castle Creek Arbitrage Avon, Colorado $425M AUM 7.4% 1-Year Est. Return

Psagot Value Holdings's WFC.WS Position: Q4 2016 in Review

Psagot Value Holdings sold out of Wells Fargo & Company Ws (WFC.WS) in Q4 2016, closing a stake of 1,000 shares — an estimated $12K sold.

Psagot Value Holdings first reported a position in WFC.WS in Q2 2014 and held it in 10 quarters. The position peaked at $28K in Q2 2014. 48 funds tracked by Wall St. Rank hold WFC.WS as of Q4 2016.

Psagot Value Holdings reported no remaining Wells Fargo & Company Ws position as of Q4 2016 after selling out during the quarter.
Psagot Value Holdings sold 1,000 Wells Fargo & Company Ws shares in Q4 2016, an estimated $12K.
Psagot Value Holdings first reported a position in Wells Fargo & Company Ws in Q2 2014 and held it in 10 quarters.
Psagot Value Holdings's Wells Fargo & Company Ws position peaked at $28K in Q2 2014.
48 funds tracked by Wall St. Rank held Wells Fargo & Company Ws as of Q4 2016.

Based on Psagot Value Holdings's 13F filing for Q4 2016, filed 26 Jan 2017.