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Robert N. Shapiro’s Wells Fargo WFC Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$3.2M Sell
58,461
-8,048
-12% -$426K 0.64% 38
2014
Q3 		$3.45M Sell
66,509
-5,615
-8% -$289K 0.65% 36
2014
Q2 		$3.79M Sell
72,124
-10,193
-12% -$512K 0.72% 32
2014
Q1 		$4.1M Sell
82,317
-2,749
-3% -$128K 0.76% 32
2013
Q4 		$3.86M Sell
85,066
-13,719
-14% -$593K 0.69% 37
2013
Q3 		$4.08M Buy
98,785
+13,979
+16% +$597K 0.72% 35
2013
Q2 		$3.5M Buy
+84,806
New +$3.3M 0.74% 34

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Robert N. Shapiro's WFC Position: Q4 2014 in Review

Robert N. Shapiro reduced its Wells Fargo (WFC) stake by 12% in Q4 2014, selling an estimated $426K and leaving 58,461 shares worth $3.2M. The position accounts for 0.64% of the portfolio, ranked #38.

Robert N. Shapiro first reported a position in WFC in Q2 2013 and has held it in 7 quarters since. The position peaked at $4.1M in Q1 2014. 1,787 funds tracked by Wall St. Rank hold WFC as of Q4 2014.

  • Robert N. Shapiro held 58,461 shares of Wells Fargo worth $3.2M as of Q4 2014.
  • Robert N. Shapiro sold 8,048 Wells Fargo shares in Q4 2014, an estimated $426K.
  • Wells Fargo made up 0.64% of Robert N. Shapiro's portfolio in Q4 2014, its #38 holding.
  • Robert N. Shapiro first reported a position in Wells Fargo in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's Wells Fargo position peaked at $4.1M in Q1 2014.
  • 1,787 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.