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Wilson Kemp & Associates’s Wells Fargo WFC Stock Holding History

Wilson Kemp & Associates’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 		– Sell
-7,000
Closed -$368K – 51
2014
Q2 		$368K Sell
7,000
-2,400
-26% -$121K 1.32% 34
2014
Q1 		$468K Hold
9,400
– – 1.22% 31
2013
Q4 		$427K Buy
9,400
+700
+8% +$30.2K 0.82% 44
2013
Q3 		$359K Sell
8,700
-16,686
-66% -$712K 0.79% 43
2013
Q2 		$1.05M Buy
+25,386
New +$989K 1% 32

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wilson Kemp & Associates's WFC Position: Q3 2014 in Review

Wilson Kemp & Associates sold out of Wells Fargo (WFC) in Q3 2014, closing a stake of 7,000 shares — an estimated $368K sold.

Wilson Kemp & Associates first reported a position in WFC in Q2 2013 and held it in 5 quarters. The position peaked at $1.05M in Q2 2013. 1,674 funds tracked by Wall St. Rank hold WFC as of Q3 2014.

  • Wilson Kemp & Associates reported no remaining Wells Fargo position as of Q3 2014 after selling out during the quarter.
  • Wilson Kemp & Associates sold 7,000 Wells Fargo shares in Q3 2014, an estimated $368K.
  • Wilson Kemp & Associates first reported a position in Wells Fargo in Q2 2013 and held it in 5 quarters.
  • Wilson Kemp & Associates's Wells Fargo position peaked at $1.05M in Q2 2013.
  • 1,674 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2014.

Based on Wilson Kemp & Associates's 13F filing for Q3 2014, filed 20 Oct 2014.