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William Harris Investors’s Wells Fargo WFC Stock Holding History

William Harris Investors’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
Q4 		$780K Buy
14,150
+3,910
+38% +$197K 0.22% 50
2016
Q3 		$453K Buy
+10,240
New +$490K 0.12% 61

Other funds holding WFC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

William Harris Investors's WFC Position: Q4 2016 in Review

William Harris Investors increased its Wells Fargo (WFC) stake by 38% in Q4 2016, buying an estimated $197K and bringing the position to 14,150 shares worth $780K. The position accounts for 0.22% of the portfolio, ranked #50.

William Harris Investors first reported a position in WFC in Q3 2016 and has held it in 2 quarters since. 1,946 funds tracked by Wall St. Rank hold WFC as of Q4 2016.

  • William Harris Investors held 14,150 shares of Wells Fargo worth $780K as of Q4 2016.
  • William Harris Investors bought 3,910 Wells Fargo shares in Q4 2016, an estimated $197K.
  • Wells Fargo made up 0.22% of William Harris Investors's portfolio in Q4 2016, its #50 holding.
  • William Harris Investors first reported a position in Wells Fargo in Q3 2016 and has held it in 2 quarters since.
  • 1,946 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2016.

Based on William Harris Investors's 13F filing for Q4 2016, filed 7 Feb 2017.