SCG
WFC icon

Strategic Capital Group’s Wells Fargo WFC Stock Holding History

Strategic Capital 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
2014
Q2 		$144K Sell
2,748
-3,771
-58% -$190K 0.04% 152
2014
Q1 		$324K Buy
6,519
+4,027
+162% +$188K 0.1% 123
2013
Q4 		$113K Sell
2,492
-2,090
-46% -$90.3K 0.09% 130
2013
Q3 		$189K Buy
4,582
+1,208
+36% +$51.6K 0.07% 146
2013
Q2 		$139K Buy
+3,374
New +$131K 0.07% 137

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Strategic Capital Group's WFC Position: Q2 2014 in Review

Strategic Capital Group reduced its Wells Fargo (WFC) stake by 58% in Q2 2014, selling an estimated $190K and leaving 2,748 shares worth $144K. The position accounts for 0.04% of the portfolio, ranked #152.

Strategic Capital Group first reported a position in WFC in Q2 2013 and has held it in 5 quarters since. The position peaked at $324K in Q1 2014. 1,649 funds tracked by Wall St. Rank hold WFC as of Q2 2014.

  • Strategic Capital Group held 2,748 shares of Wells Fargo worth $144K as of Q2 2014.
  • Strategic Capital Group sold 3,771 Wells Fargo shares in Q2 2014, an estimated $190K.
  • Wells Fargo made up 0.04% of Strategic Capital Group's portfolio in Q2 2014, its #152 holding.
  • Strategic Capital Group first reported a position in Wells Fargo in Q2 2013 and has held it in 5 quarters since.
  • Strategic Capital Group's Wells Fargo position peaked at $324K in Q1 2014.
  • 1,649 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2014.

Based on Strategic Capital Group's 13F filing for Q2 2014, filed 14 Jul 2014.