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TBP Advisors’s Wells Fargo WFC Stock Holding History

TBP Advisors’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
Q4 		– Sell
-8,920
Closed -$463K – 56
2014
Q3 		$463K Sell
8,920
-500
-5% -$25.7K 0.27% 43
2014
Q2 		$495K Hold
9,420
– – 0.29% 41
2014
Q1 		$469K Hold
9,420
– – 0.29% 41
2013
Q4 		$428K Hold
9,420
– – 0.27% 42
2013
Q3 		$389K Sell
9,420
-4,000
-30% -$171K 0.27% 43
2013
Q2 		$554K Buy
+13,420
New +$523K 0.38% 42

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
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
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

TBP Advisors's WFC Position: Q4 2014 in Review

TBP Advisors sold out of Wells Fargo (WFC) in Q4 2014, closing a stake of 8,920 shares — an estimated $463K sold.

TBP Advisors first reported a position in WFC in Q2 2013 and held it in 6 quarters. The position peaked at $554K in Q2 2013. 1,787 funds tracked by Wall St. Rank hold WFC as of Q4 2014.

  • TBP Advisors reported no remaining Wells Fargo position as of Q4 2014 after selling out during the quarter.
  • TBP Advisors sold 8,920 Wells Fargo shares in Q4 2014, an estimated $463K.
  • TBP Advisors first reported a position in Wells Fargo in Q2 2013 and held it in 6 quarters.
  • TBP Advisors's Wells Fargo position peaked at $554K in Q2 2013.
  • 1,787 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2014.

Based on TBP Advisors's 13F filing for Q4 2014, filed 16 Jan 2015.