Willow Street Advisors’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2013
Q4
$3.47M Buy
76,480
+3,500
+5% +$151K 1.94% 12
2013
Q3
$3.02M Buy
72,980
+10,000
+16% +$427K 1.87% 14
2013
Q2
$3.14M Buy
+62,980
New +$2.45M 2.02% 9

Other funds holding WFC

Willow Street Advisors's WFC Position: Q4 2013 in Review

Willow Street Advisors increased its Wells Fargo (WFC) stake by 4.8% in Q4 2013, buying an estimated $151K and bringing the position to 76,480 shares worth $3.47M. The position accounts for 1.94% of the portfolio, ranked #12.

Willow Street Advisors first reported a position in WFC in Q2 2013 and has held it in 3 quarters since. 1,617 funds tracked by Wall St. Rank hold WFC as of Q4 2013.

  • Willow Street Advisors held 76,480 shares of Wells Fargo worth $3.47M as of Q4 2013.
  • Willow Street Advisors bought 3,500 Wells Fargo shares in Q4 2013, an estimated $151K.
  • Wells Fargo made up 1.94% of Willow Street Advisors's portfolio in Q4 2013, its #12 holding.
  • Willow Street Advisors first reported a position in Wells Fargo in Q2 2013 and has held it in 3 quarters since.
  • 1,617 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2013.

Based on Willow Street Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.