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Stifel Nicolaus & Co’s Wells Fargo WFC Stock Holding History

Stifel Nicolaus & Co’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
2013
Q3 		$28.2M Buy
681,442
+20,361
+3% +$869K 0.47% 44
2013
Q2 		$27.3M Buy
+661,081
New +$25.8M 0.49% 43

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Stifel Nicolaus & Co's WFC Position: Q3 2013 in Review

Stifel Nicolaus & Co increased its Wells Fargo (WFC) stake by 3.1% in Q3 2013, buying an estimated $869K and bringing the position to 681,442 shares worth $28.2M. The position accounts for 0.47% of the portfolio, ranked #44.

Stifel Nicolaus & Co first reported a position in WFC in Q2 2013 and has held it in 2 quarters since. 1,507 funds tracked by Wall St. Rank hold WFC as of Q3 2013.

  • Stifel Nicolaus & Co held 681,442 shares of Wells Fargo worth $28.2M as of Q3 2013.
  • Stifel Nicolaus & Co bought 20,361 Wells Fargo shares in Q3 2013, an estimated $869K.
  • Wells Fargo made up 0.47% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #44 holding.
  • Stifel Nicolaus & Co first reported a position in Wells Fargo in Q2 2013 and has held it in 2 quarters since.
  • 1,507 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.