Saddle Road Partners’s Wells Fargo WFC Stock Holding History

Saddle Road Partners’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
2016 Q4	$7.43M	Buy	134,785 +9,790	+8%	+$492K	3.77%	3
2016 Q3	$5.54M	Hold	124,995	–	–	3.15%	7
2016 Q2	$5.92M	Buy	124,995 +22,305	+22%	+$1.09M	3.55%	2
2016 Q1	$4.97M	Buy	102,690 +2,640	+3%	+$129K	3.16%	2
2015 Q4	$5.44M	Buy	+100,050	New	+$5.43M	3.74%	1

Other funds holding WFC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Saddle Road Partners's WFC Position: Q4 2016 in Review

Saddle Road Partners increased its Wells Fargo (WFC) stake by 7.8% in Q4 2016, buying an estimated $492K and bringing the position to 134,785 shares worth $7.43M. The position accounts for 3.77% of the portfolio, ranked #3.

Saddle Road Partners first reported a position in WFC in Q4 2015 and has held it in 5 quarters since. 1,945 funds tracked by Wall St. Rank hold WFC as of Q4 2016.

Saddle Road Partners held 134,785 shares of Wells Fargo worth $7.43M as of Q4 2016.
Saddle Road Partners bought 9,790 Wells Fargo shares in Q4 2016, an estimated $492K.
Wells Fargo made up 3.77% of Saddle Road Partners's portfolio in Q4 2016, its #3 holding.
Saddle Road Partners first reported a position in Wells Fargo in Q4 2015 and has held it in 5 quarters since.
1,945 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2016.

Based on Saddle Road Partners's 13F filing for Q4 2016, filed 6 Jan 2017.