Sunnymeath Asset Management’s Wells Fargo WFC Stock Holding History

Sunnymeath Asset Management’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 Q4	$129K	Hold	2,335	–	–	0.18%	79
2016 Q3	$121K	Hold	2,335	–	–	0.26%	76
2016 Q2	$107K	Sell	2,335 -9,000	-79%	-$439K	0.16%	80
2016 Q1	$549K	Buy	+11,335	New	+$555K	0.84%	51

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

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 Boston, Massachusetts $535B AUM 26.23% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sunnymeath Asset Management's WFC Position: Q4 2016 in Review

Sunnymeath Asset Management held its Wells Fargo (WFC) position steady in Q4 2016 at 2,335 shares worth $129K. The position accounts for 0.18% of the portfolio, ranked #79.

Sunnymeath Asset Management first reported a position in WFC in Q1 2016 and has held it in 4 quarters since. The position peaked at $549K in Q1 2016. 1,945 funds tracked by Wall St. Rank hold WFC as of Q4 2016.

Sunnymeath Asset Management held 2,335 shares of Wells Fargo worth $129K as of Q4 2016.
Sunnymeath Asset Management left its Wells Fargo share count unchanged in Q4 2016.
Wells Fargo made up 0.18% of Sunnymeath Asset Management's portfolio in Q4 2016, its #79 holding.
Sunnymeath Asset Management first reported a position in Wells Fargo in Q1 2016 and has held it in 4 quarters since.
Sunnymeath Asset Management's Wells Fargo position peaked at $549K in Q1 2016.
1,945 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2016.

Based on Sunnymeath Asset Management's 13F filing for Q4 2016, filed 13 Jan 2017.