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Stancorp Investment Advisers’s Wells Fargo WFC Stock Holding History

Stancorp 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
2015
Q1 		$278K Sell
5,107
-2,505
-33% -$135K 0.13% 150
2014
Q4 		$417K Buy
+7,612
New +$403K 0.19% 128

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
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
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

Stancorp Investment Advisers's WFC Position: Q1 2015 in Review

Stancorp Investment Advisers reduced its Wells Fargo (WFC) stake by 33% in Q1 2015, selling an estimated $135K and leaving 5,107 shares worth $278K. The position accounts for 0.13% of the portfolio, ranked #150.

Stancorp Investment Advisers first reported a position in WFC in Q4 2014 and has held it in 2 quarters since. The position peaked at $417K in Q4 2014. 1,767 funds tracked by Wall St. Rank hold WFC as of Q1 2015.

  • Stancorp Investment Advisers held 5,107 shares of Wells Fargo worth $278K as of Q1 2015.
  • Stancorp Investment Advisers sold 2,505 Wells Fargo shares in Q1 2015, an estimated $135K.
  • Wells Fargo made up 0.13% of Stancorp Investment Advisers's portfolio in Q1 2015, its #150 holding.
  • Stancorp Investment Advisers first reported a position in Wells Fargo in Q4 2014 and has held it in 2 quarters since.
  • Stancorp Investment Advisers's Wells Fargo position peaked at $417K in Q4 2014.
  • 1,767 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2015.

Based on Stancorp Investment Advisers's 13F filing for Q1 2015, filed 13 May 2015.