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Tukman Grossman Capital Management’s Wells Fargo WFC Stock Holding History

Tukman Grossman Capital 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
2017
Q3 		$8.91M Sell
161,536
-240,500
-60% -$12.8M 6.69% 5
2017
Q2 		$22.3M Sell
402,036
-196,300
-33% -$10.5M 7.7% 4
2017
Q1 		$33.3M Sell
598,336
-877,264
-59% -$49.8M 8.02% 3
2016
Q4 		$81.3M Sell
1,475,600
-608,500
-29% -$30.6M 8.31% 3
2016
Q3 		$92.3M Sell
2,084,100
-707,300
-25% -$33.8M 7.21% 5
2016
Q2 		$132M Sell
2,791,400
-37,300
-1% -$1.82M 7.81% 3
2016
Q1 		$137M Sell
2,828,700
-8,000
-0.3% -$392K 7.9% 2
2015
Q4 		$154M Sell
2,836,700
-103,100
-4% -$5.6M 8.98% 1
2015
Q3 		$151M Sell
2,939,800
-308,100
-9% -$16.9M 8.77% 2
2015
Q2 		$183M Sell
3,247,900
-40,300
-1% -$2.25M 9.1% 2
2015
Q1 		$179M Sell
3,288,200
-114,000
-3% -$6.16M 9.05% 2
2014
Q4 		$187M Sell
3,402,200
-147,500
-4% -$7.81M 9.02% 2
2014
Q3 		$184M Buy
3,549,700
+62,400
+2% +$3.21M 8.78% 3
2014
Q2 		$183M Sell
3,487,300
-34,700
-1% -$1.74M 8.89% 3
2014
Q1 		$175M Sell
3,522,000
-26,100
-0.7% -$1.22M 8.85% 2
2013
Q4 		$161M Sell
3,548,100
-89,300
-2% -$3.86M 8.39% 3
2013
Q3 		$150M Sell
3,637,400
-315,000
-8% -$13.4M 8.25% 3
2013
Q2 		$163M Buy
+3,952,400
New +$154M 8.38% 2

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tukman Grossman Capital Management's WFC Position: Q3 2017 in Review

Tukman Grossman Capital Management reduced its Wells Fargo (WFC) stake by 60% in Q3 2017, selling an estimated $12.8M and leaving 161,536 shares worth $8.91M. The position accounts for 6.69% of the portfolio, ranked #5.

Tukman Grossman Capital Management first reported a position in WFC in Q2 2013 and has held it in 18 quarters since. The position peaked at $187M in Q4 2014. 1,866 funds tracked by Wall St. Rank hold WFC as of Q3 2017.

  • Tukman Grossman Capital Management held 161,536 shares of Wells Fargo worth $8.91M as of Q3 2017.
  • Tukman Grossman Capital Management sold 240,500 Wells Fargo shares in Q3 2017, an estimated $12.8M.
  • Wells Fargo made up 6.69% of Tukman Grossman Capital Management's portfolio in Q3 2017, its #5 holding.
  • Tukman Grossman Capital Management first reported a position in Wells Fargo in Q2 2013 and has held it in 18 quarters since.
  • Tukman Grossman Capital Management's Wells Fargo position peaked at $187M in Q4 2014.
  • 1,866 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2017.

Based on Tukman Grossman Capital Management's 13F filing for Q3 2017, filed 4 Oct 2017.