WCM Investment Management
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WCM Investment Management’s Wells Fargo WFC Stock Holding History

WCM 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
2015
Q4 		– Sell
-6,381
Closed -$328K – 112
2015
Q3 		$328K Sell
6,381
-2,425
-28% -$133K 0.01% 95
2015
Q2 		$495K Buy
8,806
+20
+0.2% +$1.11K 0.01% 97
2015
Q1 		$478K Sell
8,786
-630
-7% -$34K 0.01% 121
2014
Q4 		$516K Sell
9,416
-175
-2% -$9.26K 0.01% 97
2014
Q3 		$497K Sell
9,591
-90
-0.9% -$4.63K 0.02% 96
2014
Q2 		$509K Buy
9,681
+100
+1% +$5.03K 0.01% 119
2014
Q1 		$477K Buy
9,581
+170
+2% +$7.92K 0.02% 116
2013
Q4 		$427K Buy
9,411
+20
+0.2% +$864 0.02% 114
2013
Q3 		$388K Buy
9,391
+40
+0.4% +$1.71K 0.02% 106
2013
Q2 		$386K Buy
+9,351
New +$364K 0.02% 121

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

WCM Investment Management's WFC Position: Q4 2015 in Review

WCM Investment Management sold out of Wells Fargo (WFC) in Q4 2015, closing a stake of 6,381 shares — an estimated $328K sold.

WCM Investment Management first reported a position in WFC in Q2 2013 and held it in 10 quarters. The position peaked at $516K in Q4 2014. 1,898 funds tracked by Wall St. Rank hold WFC as of Q4 2015.

  • WCM Investment Management reported no remaining Wells Fargo position as of Q4 2015 after selling out during the quarter.
  • WCM Investment Management sold 6,381 Wells Fargo shares in Q4 2015, an estimated $328K.
  • WCM Investment Management first reported a position in Wells Fargo in Q2 2013 and held it in 10 quarters.
  • WCM Investment Management's Wells Fargo position peaked at $516K in Q4 2014.
  • 1,898 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2015.

Based on WCM Investment Management's 13F filing for Q4 2015, filed 10 Feb 2016.