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Sanibel Captiva Investment Advisers’s Wells Fargo WFC Stock Holding History

Sanibel Captiva Investment Advisers’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 		$2.83M Buy
62,385
+13,463
+28% +$581K 1.75% 20
2013
Q3 		$2.02M Buy
48,922
+16,022
+49% +$684K 1.56% 24
2013
Q2 		$1.36M Buy
+32,900
New +$1.28M 1.32% 31

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
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

Sanibel Captiva Investment Advisers's WFC Position: Q4 2013 in Review

Sanibel Captiva Investment Advisers increased its Wells Fargo (WFC) stake by 28% in Q4 2013, buying an estimated $581K and bringing the position to 62,385 shares worth $2.83M. The position accounts for 1.75% of the portfolio, ranked #20.

Sanibel Captiva Investment Advisers first reported a position in WFC in Q2 2013 and has held it in 3 quarters since. 1,619 funds tracked by Wall St. Rank hold WFC as of Q4 2013.

  • Sanibel Captiva Investment Advisers held 62,385 shares of Wells Fargo worth $2.83M as of Q4 2013.
  • Sanibel Captiva Investment Advisers bought 13,463 Wells Fargo shares in Q4 2013, an estimated $581K.
  • Wells Fargo made up 1.75% of Sanibel Captiva Investment Advisers's portfolio in Q4 2013, its #20 holding.
  • Sanibel Captiva Investment Advisers first reported a position in Wells Fargo in Q2 2013 and has held it in 3 quarters since.
  • 1,619 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2013.

Based on Sanibel Captiva Investment Advisers's 13F filing for Q4 2013, filed 18 Feb 2014.