Turner Investments’s Wells Fargo WFC Stock Holding History

Turner Investments’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	-13,880	Closed	-$720K	–	550
2014 Q3	$720K	Buy	+13,880	New	+$714K	0.04%	379

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

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 Boston, Massachusetts $535B AUM 26.23% 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

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

Turner Investments's WFC Position: Q4 2014 in Review

Turner Investments sold out of Wells Fargo (WFC) in Q4 2014, closing a stake of 13,880 shares — an estimated $720K sold.

Turner Investments first reported a position in WFC in Q3 2014 and held it in 1 quarter. The position peaked at $720K in Q3 2014. 1,789 funds tracked by Wall St. Rank hold WFC as of Q4 2014.

Turner Investments reported no remaining Wells Fargo position as of Q4 2014 after selling out during the quarter.
Turner Investments sold 13,880 Wells Fargo shares in Q4 2014, an estimated $720K.
Turner Investments first reported a position in Wells Fargo in Q3 2014 and held it in 1 quarter.
Turner Investments's Wells Fargo position peaked at $720K in Q3 2014.
1,789 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2014.

Based on Turner Investments's 13F filing for Q4 2014, filed 12 Feb 2015.