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Round Table Investment Management’s Wells Fargo WFC Stock Holding History

Round Table 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
Q4 		– Sell
-12,000
Closed -$496K – 74
2013
Q3 		$496K Buy
+12,000
New +$512K 0.38% 38

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State Street
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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
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

Round Table Investment Management's WFC Position: Q4 2013 in Review

Round Table Investment Management sold out of Wells Fargo (WFC) in Q4 2013, closing a stake of 12,000 shares — an estimated $496K sold.

Round Table Investment Management first reported a position in WFC in Q3 2013 and held it in 1 quarter. The position peaked at $496K in Q3 2013. 1,617 funds tracked by Wall St. Rank hold WFC as of Q4 2013.

  • Round Table Investment Management reported no remaining Wells Fargo position as of Q4 2013 after selling out during the quarter.
  • Round Table Investment Management sold 12,000 Wells Fargo shares in Q4 2013, an estimated $496K.
  • Round Table Investment Management first reported a position in Wells Fargo in Q3 2013 and held it in 1 quarter.
  • Round Table Investment Management's Wells Fargo position peaked at $496K in Q3 2013.
  • 1,617 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2013.

Based on Round Table Investment Management's 13F filing for Q4 2013, filed 14 Feb 2014.