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Stanley-Laman Group’s Wells Fargo WFC Stock Holding History

Stanley-Laman Group’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
2017
Q1 		– Sell
-15,157
Closed -$835K – 289
2016
Q4 		$835K Sell
15,157
-2,677
-15% -$135K 0.26% 123
2016
Q3 		$790K Sell
17,834
-18,320
-51% -$877K 0.32% 110
2016
Q2 		$1.71M Buy
36,154
+8
+0% +$390 0.67% 34
2016
Q1 		$1.75M Sell
36,146
-591
-2% -$28.9K 0.33% 68
2015
Q4 		$2M Buy
36,737
+131
+0.4% +$7.11K 0.34% 94
2015
Q3 		$1.88M Sell
36,606
-3,292
-8% -$181K 0.38% 76
2015
Q2 		$2.24M Buy
39,898
+567
+1% +$31.6K 0.41% 75
2015
Q1 		$2.14M Sell
39,331
-3,315
-8% -$179K 0.39% 79
2014
Q4 		$2.34M Buy
42,646
+6,538
+18% +$346K 0.44% 71
2014
Q3 		$1.87M Sell
36,108
-453
-1% -$23.3K 0.36% 89
2014
Q2 		$1.92M Sell
36,561
-4,077
-10% -$205K 0.35% 89
2014
Q1 		$2.02M Buy
+40,638
New +$1.89M 0.35% 90

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Stanley-Laman Group's WFC Position: Q1 2017 in Review

Stanley-Laman Group sold out of Wells Fargo (WFC) in Q1 2017, closing a stake of 15,157 shares — an estimated $835K sold.

Stanley-Laman Group first reported a position in WFC in Q1 2014 and held it in 12 quarters. The position peaked at $2.34M in Q4 2014. 1,928 funds tracked by Wall St. Rank hold WFC as of Q1 2017.

  • Stanley-Laman Group reported no remaining Wells Fargo position as of Q1 2017 after selling out during the quarter.
  • Stanley-Laman Group sold 15,157 Wells Fargo shares in Q1 2017, an estimated $835K.
  • Stanley-Laman Group first reported a position in Wells Fargo in Q1 2014 and held it in 12 quarters.
  • Stanley-Laman Group's Wells Fargo position peaked at $2.34M in Q4 2014.
  • 1,928 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2017.

Based on Stanley-Laman Group's 13F filing for Q1 2017, filed 12 May 2017.