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Russell Clark Investment Management’s Wells Fargo WFC Stock Holding History

Russell Clark 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
2017
Q3 		– Sell
-113,300
Closed -$6.28M – 69
2017
Q2 		$6.28M Sell
113,300
-136,650
-55% -$7.32M 1.75% 22
2017
Q1 		$13.9M Sell
249,950
-18,800
-7% -$1.07M 2.32% 15
2016
Q4 		$14.8M Buy
+268,750
New +$13.5M 4.67% 5
2016
Q2 		– Sell
-1,066,000
Closed -$51.6M – 39
2016
Q1 		$51.6M Hold
1,066,000
– – 14.59% 1
2015
Q4 		$57.9M Hold
1,066,000
– – 15.67% 1
2015
Q3 		$54.7M Buy
1,066,000
+41,800
+4% +$2.3M 13.92% 1
2015
Q2 		$57.6M Buy
1,024,200
+315,700
+45% +$17.6M 14.82% 1
2015
Q1 		$38.5M Buy
708,500
+173,800
+33% +$9.39M 11.98% 3
2014
Q4 		$29.3M Buy
534,700
+5,600
+1% +$296K 11.8% 3
2014
Q3 		$27.4M Sell
529,100
-48,000
-8% -$2.47M 9.61% 4
2014
Q2 		$30.3M Buy
577,100
+12,400
+2% +$623K 9.39% 3
2014
Q1 		$28.1M Sell
564,700
-4,500
-0.8% -$210K 8.95% 3
2013
Q4 		$25.8M Buy
569,200
+45,600
+9% +$1.97M 8.01% 3
2013
Q3 		$21.6M Sell
523,600
-9,700
-2% -$414K 7.57% 3
2013
Q2 		$22M Buy
+533,300
New +$20.8M 9.33% 3

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Russell Clark Investment Management's WFC Position: Q3 2017 in Review

Russell Clark Investment Management sold out of Wells Fargo (WFC) in Q3 2017, closing a stake of 113,300 shares — an estimated $6.28M sold.

Russell Clark Investment Management first reported a position in WFC in Q2 2013 and held it in 15 quarters. The position peaked at $57.9M in Q4 2015. 1,865 funds tracked by Wall St. Rank hold WFC as of Q3 2017.

  • Russell Clark Investment Management reported no remaining Wells Fargo position as of Q3 2017 after selling out during the quarter.
  • Russell Clark Investment Management sold 113,300 Wells Fargo shares in Q3 2017, an estimated $6.28M.
  • Russell Clark Investment Management first reported a position in Wells Fargo in Q2 2013 and held it in 15 quarters.
  • Russell Clark Investment Management's Wells Fargo position peaked at $57.9M in Q4 2015.
  • 1,865 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2017.

Based on Russell Clark Investment Management's 13F filing for Q3 2017, filed 20 Oct 2017.