Simply Money Advisors’s Wells Fargo WFC Stock Holding History

Simply Money Advisors’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	–	Sell	-311	Closed	-$13K	–	362
2013 Q2	$13K	Buy	+311	New	+$12.1K	﹤0.01%	138

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Simply Money Advisors's WFC Position: Q3 2013 in Review

Simply Money Advisors sold out of Wells Fargo (WFC) in Q3 2013, closing a stake of 311 shares — an estimated $13K sold.

Simply Money Advisors first reported a position in WFC in Q2 2013 and held it in 1 quarter. The position peaked at $13K in Q2 2013. 1,506 funds tracked by Wall St. Rank hold WFC as of Q3 2013.

Simply Money Advisors reported no remaining Wells Fargo position as of Q3 2013 after selling out during the quarter.
Simply Money Advisors sold 311 Wells Fargo shares in Q3 2013, an estimated $13K.
Simply Money Advisors first reported a position in Wells Fargo in Q2 2013 and held it in 1 quarter.
Simply Money Advisors's Wells Fargo position peaked at $13K in Q2 2013.
1,506 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.