Wilmington Trust Investment Management’s Wells Fargo WFC Stock Holding History

Wilmington Trust 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
2014 Q2	$2.08M	Sell	39,651 -5,228	-12%	-$263K	0.42%	37
2014 Q1	$2.23M	Sell	44,879 -39,761	-47%	-$1.85M	0.45%	34
2013 Q4	$3.84M	Sell	84,640 -2,561	-3%	-$111K	0.76%	14
2013 Q3	$3.6M	Sell	87,201 -3,192	-4%	-$136K	0.75%	15
2013 Q2	$3.73M	Buy	+90,393	New	+$3.52M	0.8%	19

Other funds holding WFC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Wilmington Trust Investment Management's WFC Position: Q2 2014 in Review

Wilmington Trust Investment Management reduced its Wells Fargo (WFC) stake by 12% in Q2 2014, selling an estimated $263K and leaving 39,651 shares worth $2.08M. The position accounts for 0.42% of the portfolio, ranked #37.

Wilmington Trust Investment Management first reported a position in WFC in Q2 2013 and has held it in 5 quarters since. The position peaked at $3.84M in Q4 2013. 1,650 funds tracked by Wall St. Rank hold WFC as of Q2 2014.

Wilmington Trust Investment Management held 39,651 shares of Wells Fargo worth $2.08M as of Q2 2014.
Wilmington Trust Investment Management sold 5,228 Wells Fargo shares in Q2 2014, an estimated $263K.
Wells Fargo made up 0.42% of Wilmington Trust Investment Management's portfolio in Q2 2014, its #37 holding.
Wilmington Trust Investment Management first reported a position in Wells Fargo in Q2 2013 and has held it in 5 quarters since.
Wilmington Trust Investment Management's Wells Fargo position peaked at $3.84M in Q4 2013.
1,650 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2014.

Based on Wilmington Trust Investment Management's 13F filing for Q2 2014, filed 13 Aug 2014.