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Tower Trust’s Wells Fargo WFC Stock Holding History

Tower 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
2014
Q1 		$2.83M Sell
56,957
-2,588
-4% -$121K 1.79% 13
2013
Q4 		$2.7M Buy
59,545
+200
+0.3% +$8.64K 1.63% 14
2013
Q3 		$2.45M Buy
59,345
+643
+1% +$27.4K 1.66% 14
2013
Q2 		$2.42M Buy
+58,702
New +$2.29M 1.74% 14

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
Wellington Management Group
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
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

Tower Trust's WFC Position: Q1 2014 in Review

Tower Trust reduced its Wells Fargo (WFC) stake by 4.3% in Q1 2014, selling an estimated $121K and leaving 56,957 shares worth $2.83M. The position accounts for 1.79% of the portfolio, ranked #13.

Tower Trust first reported a position in WFC in Q2 2013 and has held it in 4 quarters since. 1,646 funds tracked by Wall St. Rank hold WFC as of Q1 2014.

  • Tower Trust held 56,957 shares of Wells Fargo worth $2.83M as of Q1 2014.
  • Tower Trust sold 2,588 Wells Fargo shares in Q1 2014, an estimated $121K.
  • Wells Fargo made up 1.79% of Tower Trust's portfolio in Q1 2014, its #13 holding.
  • Tower Trust first reported a position in Wells Fargo in Q2 2013 and has held it in 4 quarters since.
  • 1,646 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2014.

Based on Tower Trust's 13F filing for Q1 2014, filed 8 May 2014.