Tiedemann Trust’s Wells Fargo WFC Stock Holding History

Tiedemann Trust’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 Q2	$415K	Hold	8,767	–	–	0.08%	49
2016 Q1	$424K	Buy	8,767 +1,500	+21%	+$73.4K	0.07%	52
2015 Q4	$395K	Hold	7,267	–	–	0.06%	57
2015 Q3	$373K	Hold	7,267	–	–	0.03%	46
2015 Q2	$409K	Sell	7,267 -84	-1%	-$4.68K	0.03%	54
2015 Q1	$400K	Buy	7,351 +3	+0%	+$162	0.04%	46
2014 Q4	$402K	Hold	7,348	–	–	0.03%	51
2014 Q3	$381K	Buy	7,348 +81	+1%	+$4.17K	0.03%	68
2014 Q2	$381K	Sell	7,267 -842	-10%	-$42.3K	0.04%	72
2014 Q1	$403	Sell	8,109 -1	-0%	-$47	0.04%	71
2013 Q4	$368K	Buy	8,110 +1,473	+22%	+$63.6K	0.06%	65
2013 Q3	$274K	Sell	6,637 -15,000	-69%	-$640K	0.05%	57
2013 Q2	$892K	Buy	+21,637	New	+$843K	0.15%	48

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tiedemann Trust's WFC Position: Q2 2016 in Review

Tiedemann Trust held its Wells Fargo (WFC) position steady in Q2 2016 at 8,767 shares worth $415K. The position accounts for 0.08% of the portfolio, ranked #49.

Tiedemann Trust first reported a position in WFC in Q2 2013 and has held it in 13 quarters since. The position peaked at $892K in Q2 2013. 1,896 funds tracked by Wall St. Rank hold WFC as of Q2 2016.

Tiedemann Trust held 8,767 shares of Wells Fargo worth $415K as of Q2 2016.
Tiedemann Trust left its Wells Fargo share count unchanged in Q2 2016.
Wells Fargo made up 0.08% of Tiedemann Trust's portfolio in Q2 2016, its #49 holding.
Tiedemann Trust first reported a position in Wells Fargo in Q2 2013 and has held it in 13 quarters since.
Tiedemann Trust's Wells Fargo position peaked at $892K in Q2 2013.
1,896 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2016.

Based on Tiedemann Trust's 13F filing for Q2 2016, filed 12 Aug 2016.