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Veritas Investment Management’s Wells Fargo WFC Stock Holding History

Veritas 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
2016
Q3 		– Sell
-3,982
Closed -$189K – 75
2016
Q2 		$189K Sell
3,982
-5,987
-60% -$292K 0.04% 54
2016
Q1 		$482K Hold
9,969
– – 0.09% 36
2015
Q4 		$542K Buy
9,969
+3,212
+48% +$174K 0.1% 37
2015
Q3 		$143K Buy
+6,757
New +$372K 0.04% 58

Other funds holding WFC

Berkshire Hathaway
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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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Veritas Investment Management's WFC Position: Q3 2016 in Review

Veritas Investment Management sold out of Wells Fargo (WFC) in Q3 2016, closing a stake of 3,982 shares — an estimated $189K sold.

Veritas Investment Management first reported a position in WFC in Q3 2015 and held it in 4 quarters. The position peaked at $542K in Q4 2015. 1,889 funds tracked by Wall St. Rank hold WFC as of Q3 2016.

  • Veritas Investment Management reported no remaining Wells Fargo position as of Q3 2016 after selling out during the quarter.
  • Veritas Investment Management sold 3,982 Wells Fargo shares in Q3 2016, an estimated $189K.
  • Veritas Investment Management first reported a position in Wells Fargo in Q3 2015 and held it in 4 quarters.
  • Veritas Investment Management's Wells Fargo position peaked at $542K in Q4 2015.
  • 1,889 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2016.

Based on Veritas Investment Management's 13F filing for Q3 2016, filed 10 Nov 2016.