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Stonehage Fleming (UK)’s Wells Fargo WFC Stock Holding History

Stonehage Fleming (UK)’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
Q4 		$3.5M Buy
64,449
+5,419
+9% +$294K 1.59% 8
2015
Q3 		$3.03M Buy
59,030
+30,083
+104% +$1.65M 1.45% 8
2015
Q2 		$1.63M Buy
28,947
+200
+0.7% +$11.2K 0.73% 59
2015
Q1 		$1.57M Buy
28,747
+2,237
+8% +$121K 0.73% 60
2014
Q4 		$1.45M Hold
26,510
– – 0.72% 66
2014
Q3 		$1.38M Hold
26,510
– – 0.61% 72
2014
Q2 		$1.39M Buy
26,510
+2,925
+12% +$147K 0.56% 67
2014
Q1 		$1.17M Hold
23,585
– – 0.5% 66
2013
Q4 		$1.07M Buy
+23,585
New +$1.02M 0.43% 70

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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

Stonehage Fleming (UK)'s WFC Position: Q4 2015 in Review

Stonehage Fleming (UK) increased its Wells Fargo (WFC) stake by 9.2% in Q4 2015, buying an estimated $294K and bringing the position to 64,449 shares worth $3.5M. The position accounts for 1.59% of the portfolio, ranked #8.

Stonehage Fleming (UK) first reported a position in WFC in Q4 2013 and has held it in 9 quarters since. 1,899 funds tracked by Wall St. Rank hold WFC as of Q4 2015.

  • Stonehage Fleming (UK) held 64,449 shares of Wells Fargo worth $3.5M as of Q4 2015.
  • Stonehage Fleming (UK) bought 5,419 Wells Fargo shares in Q4 2015, an estimated $294K.
  • Wells Fargo made up 1.59% of Stonehage Fleming (UK)'s portfolio in Q4 2015, its #8 holding.
  • Stonehage Fleming (UK) first reported a position in Wells Fargo in Q4 2013 and has held it in 9 quarters since.
  • 1,899 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2015.

Based on Stonehage Fleming (UK)'s 13F filing for Q4 2015, filed 11 Oct 2019.