Stevens First Principles Investment Advisors’s Wells Fargo WFC Stock Holding History

Stevens First Principles Investment 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
2016 Q1	–	Sell	-200	Closed	-$11K	–	188
2015 Q4	$11K	Sell	200 -1,900	-90%	-$103K	0.01%	154
2015 Q3	$108K	Sell	2,100 -900	-30%	-$49.5K	0.09%	91
2015 Q2	$169K	Sell	3,000 -500	-14%	-$27.9K	0.11%	85
2015 Q1	$190K	Buy	+3,500	New	+$189K	0.12%	80
2013 Q3	–	Sell	-3,400	Closed	-$140K	–	237
2013 Q2	$140K	Buy	+3,400	New	+$132K	0.1%	81

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

Stevens First Principles Investment Advisors's WFC Position: Q1 2016 in Review

Stevens First Principles Investment Advisors sold out of Wells Fargo (WFC) in Q1 2016, closing a stake of 200 shares — an estimated $11K sold.

Stevens First Principles Investment Advisors first reported a position in WFC in Q2 2013 and held it in 5 quarters. The position peaked at $190K in Q1 2015. 1,901 funds tracked by Wall St. Rank hold WFC as of Q1 2016.

Stevens First Principles Investment Advisors reported no remaining Wells Fargo position as of Q1 2016 after selling out during the quarter.
Stevens First Principles Investment Advisors sold 200 Wells Fargo shares in Q1 2016, an estimated $11K.
Stevens First Principles Investment Advisors first reported a position in Wells Fargo in Q2 2013 and held it in 5 quarters.
Stevens First Principles Investment Advisors's Wells Fargo position peaked at $190K in Q1 2015.
1,901 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2016.

Based on Stevens First Principles Investment Advisors's 13F filing for Q1 2016, filed 13 May 2016.