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Signator Financial Services’s Wells Fargo WFC Stock Holding History

Signator Financial Services’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
Q3 		$6K Hold
150
– – 0.01% 239
2013
Q2 		$6K Buy
+150
New +$5.84K 0.01% 233

Other funds holding WFC

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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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Signator Financial Services's WFC Position: Q3 2013 in Review

Signator Financial Services held its Wells Fargo (WFC) position steady in Q3 2013 at 150 shares worth $6K. The position accounts for 0.01% of the portfolio, ranked #239.

Signator Financial Services first reported a position in WFC in Q2 2013 and has held it in 2 quarters since. 1,506 funds tracked by Wall St. Rank hold WFC as of Q3 2013.

  • Signator Financial Services held 150 shares of Wells Fargo worth $6K as of Q3 2013.
  • Signator Financial Services left its Wells Fargo share count unchanged in Q3 2013.
  • Wells Fargo made up 0.01% of Signator Financial Services's portfolio in Q3 2013, its #239 holding.
  • Signator Financial Services first reported a position in Wells Fargo in Q2 2013 and has held it in 2 quarters since.
  • 1,506 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2013.

Based on Signator Financial Services's 13F filing for Q3 2013, filed 25 Aug 2014.