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Strategic Capital Alternatives’s Wells Fargo WFC Stock Holding History

Strategic Capital Alternatives’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
Q3 		– Sell
-23,373
Closed -$1.29M – 488
2015
Q2 		$1.29M Buy
23,373
+2,969
+15% +$166K 0.31% 95
2015
Q1 		$1.11M Buy
+20,404
New +$1.1M 0.28% 102
2014
Q4 		– Sell
-1,965
Closed -$102K – 344
2014
Q3 		$102K Buy
+1,965
New +$101K 0.04% 166

Other funds holding WFC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $1.81T AUM 41.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Strategic Capital Alternatives's WFC Position: Q3 2015 in Review

Strategic Capital Alternatives sold out of Wells Fargo (WFC) in Q3 2015, closing a stake of 23,373 shares — an estimated $1.29M sold.

Strategic Capital Alternatives first reported a position in WFC in Q3 2014 and held it in 3 quarters. The position peaked at $1.29M in Q2 2015. 1,828 funds tracked by Wall St. Rank hold WFC as of Q3 2015.

  • Strategic Capital Alternatives reported no remaining Wells Fargo position as of Q3 2015 after selling out during the quarter.
  • Strategic Capital Alternatives sold 23,373 Wells Fargo shares in Q3 2015, an estimated $1.29M.
  • Strategic Capital Alternatives first reported a position in Wells Fargo in Q3 2014 and held it in 3 quarters.
  • Strategic Capital Alternatives's Wells Fargo position peaked at $1.29M in Q2 2015.
  • 1,828 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2015.

Based on Strategic Capital Alternatives's 13F filing for Q3 2015, filed 16 Nov 2015.