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Sitrin Capital Management’s Wells Fargo WFC Stock Holding History

Sitrin Capital 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
2016
Q4 		– Sell
-84,786
Closed -$3.75M – 40
2016
Q3 		$3.75M Sell
84,786
-56
-0.1% -$2.68K 2.95% 23
2016
Q2 		$4.02M Buy
84,842
+4,410
+5% +$215K 3.23% 18
2016
Q1 		$3.89M Sell
80,432
-3,303
-4% -$162K 3.09% 17
2015
Q4 		$4.21M Buy
+83,735
New +$4.55M 3.69% 9

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sitrin Capital Management's WFC Position: Q4 2016 in Review

Sitrin Capital Management sold out of Wells Fargo (WFC) in Q4 2016, closing a stake of 84,786 shares — an estimated $3.75M sold.

Sitrin Capital Management first reported a position in WFC in Q4 2015 and held it in 4 quarters. The position peaked at $4.21M in Q4 2015. 1,946 funds tracked by Wall St. Rank hold WFC as of Q4 2016.

  • Sitrin Capital Management reported no remaining Wells Fargo position as of Q4 2016 after selling out during the quarter.
  • Sitrin Capital Management sold 84,786 Wells Fargo shares in Q4 2016, an estimated $3.75M.
  • Sitrin Capital Management first reported a position in Wells Fargo in Q4 2015 and held it in 4 quarters.
  • Sitrin Capital Management's Wells Fargo position peaked at $4.21M in Q4 2015.
  • 1,946 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2016.

Based on Sitrin Capital Management's 13F filing for Q4 2016, filed 8 Feb 2017.