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Underhill Investment Management’s Wells Fargo WFC Stock Holding History

Underhill Investment 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
2013
Q4 		– Sell
-38,500
Closed -$1.59M – 26
2013
Q3 		$1.59M Sell
38,500
-600
-2% -$25.6K 0.81% 19
2013
Q2 		$1.61M Buy
+39,100
New +$1.52M 0.95% 17

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
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

Underhill Investment Management's WFC Position: Q4 2013 in Review

Underhill Investment Management sold out of Wells Fargo (WFC) in Q4 2013, closing a stake of 38,500 shares — an estimated $1.59M sold.

Underhill Investment Management first reported a position in WFC in Q2 2013 and held it in 2 quarters. The position peaked at $1.61M in Q2 2013. 1,618 funds tracked by Wall St. Rank hold WFC as of Q4 2013.

  • Underhill Investment Management reported no remaining Wells Fargo position as of Q4 2013 after selling out during the quarter.
  • Underhill Investment Management sold 38,500 Wells Fargo shares in Q4 2013, an estimated $1.59M.
  • Underhill Investment Management first reported a position in Wells Fargo in Q2 2013 and held it in 2 quarters.
  • Underhill Investment Management's Wells Fargo position peaked at $1.61M in Q2 2013.
  • 1,618 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2013.

Based on Underhill Investment Management's 13F filing for Q4 2013, filed 31 Jan 2014.