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West Coast Asset Management’s Wells Fargo WFC Stock Holding History

West Coast Asset 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
2014
Q3 		$5.39K Hold
104
– – 0.01% 31
2014
Q2 		$5.47K Buy
+104
New +$5.23K 0.01% 31

Other funds holding WFC

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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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
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

West Coast Asset Management's WFC Position: Q3 2014 in Review

West Coast Asset Management held its Wells Fargo (WFC) position steady in Q3 2014 at 104 shares worth $5.39K. The position accounts for 0.01% of the portfolio, ranked #31.

West Coast Asset Management first reported a position in WFC in Q2 2014 and has held it in 2 quarters since. The position peaked at $5.47K in Q2 2014. 1,673 funds tracked by Wall St. Rank hold WFC as of Q3 2014.

  • West Coast Asset Management held 104 shares of Wells Fargo worth $5.39K as of Q3 2014.
  • West Coast Asset Management left its Wells Fargo share count unchanged in Q3 2014.
  • Wells Fargo made up 0.01% of West Coast Asset Management's portfolio in Q3 2014, its #31 holding.
  • West Coast Asset Management first reported a position in Wells Fargo in Q2 2014 and has held it in 2 quarters since.
  • West Coast Asset Management's Wells Fargo position peaked at $5.47K in Q2 2014.
  • 1,673 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2014.

Based on West Coast Asset Management's 13F filing for Q3 2014, filed 14 Oct 2014.