STALEY CAPITAL ADVISERS’s Wells Fargo WFC Stock Holding History

STALEY CAPITAL 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
2016 Q1	–	Sell	-3,690	Closed	-$201K	–	138
2015 Q4	$201K	Buy	+3,690	New	+$200K	0.02%	117
2015 Q3	–	Sell	-5,251	Closed	-$295K	–	135
2015 Q2	$295K	Hold	5,251	–	–	0.03%	105
2015 Q1	$286K	Hold	5,251	–	–	0.03%	103
2014 Q4	$288K	Hold	5,251	–	–	0.03%	99
2014 Q3	$272K	Buy	+5,251	New	+$270K	0.03%	107
2014 Q2	–	Sell	-4,736	Closed	-$236K	–	136
2014 Q1	$236K	Hold	4,736	–	–	0.03%	116
2013 Q4	$215K	Buy	+4,736	New	+$205K	0.03%	117

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

STALEY CAPITAL ADVISERS's WFC Position: Q1 2016 in Review

STALEY CAPITAL ADVISERS sold out of Wells Fargo (WFC) in Q1 2016, closing a stake of 3,690 shares — an estimated $201K sold.

STALEY CAPITAL ADVISERS first reported a position in WFC in Q4 2013 and held it in 7 quarters. The position peaked at $295K in Q2 2015. 1,900 funds tracked by Wall St. Rank hold WFC as of Q1 2016.

STALEY CAPITAL ADVISERS reported no remaining Wells Fargo position as of Q1 2016 after selling out during the quarter.
STALEY CAPITAL ADVISERS sold 3,690 Wells Fargo shares in Q1 2016, an estimated $201K.
STALEY CAPITAL ADVISERS first reported a position in Wells Fargo in Q4 2013 and held it in 7 quarters.
STALEY CAPITAL ADVISERS's Wells Fargo position peaked at $295K in Q2 2015.
1,900 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2016.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q1 2016, filed 3 May 2016.