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Quest Investment Management’s Wells Fargo WFC Stock Holding History

Quest 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
2013
Q3 		– Sell
-218,195
Closed -$9.01M – 232
2013
Q2 		$9.01M Buy
+218,195
New +$8.5M 0.68% 67

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Quest Investment Management's WFC Position: Q3 2013 in Review

Quest Investment Management sold out of Wells Fargo (WFC) in Q3 2013, closing a stake of 218,195 shares — an estimated $9.01M sold.

Quest Investment Management first reported a position in WFC in Q2 2013 and held it in 1 quarter. The position peaked at $9.01M in Q2 2013. 1,506 funds tracked by Wall St. Rank hold WFC as of Q3 2013.

  • Quest Investment Management reported no remaining Wells Fargo position as of Q3 2013 after selling out during the quarter.
  • Quest Investment Management sold 218,195 Wells Fargo shares in Q3 2013, an estimated $9.01M.
  • Quest Investment Management first reported a position in Wells Fargo in Q2 2013 and held it in 1 quarter.
  • Quest Investment Management's Wells Fargo position peaked at $9.01M in Q2 2013.
  • 1,506 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2013.

Based on Quest Investment Management's 13F filing for Q3 2013, filed 13 Nov 2013.