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Winchester Group’s Wells Fargo WFC Stock Holding History

Winchester Group’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
2013
Q3 		$4.88M Sell
117,990
-3,450
-3% -$147K 1.07% 17
2013
Q2 		$5.01M Buy
+121,440
New +$4.73M 1.07% 19

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Winchester Group's WFC Position: Q3 2013 in Review

Winchester Group reduced its Wells Fargo (WFC) stake by 2.8% in Q3 2013, selling an estimated $147K and leaving 117,990 shares worth $4.88M. The position accounts for 1.07% of the portfolio, ranked #17.

Winchester Group first reported a position in WFC in Q2 2013 and has held it in 2 quarters since. The position peaked at $5.01M in Q2 2013. 1,507 funds tracked by Wall St. Rank hold WFC as of Q3 2013.

  • Winchester Group held 117,990 shares of Wells Fargo worth $4.88M as of Q3 2013.
  • Winchester Group sold 3,450 Wells Fargo shares in Q3 2013, an estimated $147K.
  • Wells Fargo made up 1.07% of Winchester Group's portfolio in Q3 2013, its #17 holding.
  • Winchester Group first reported a position in Wells Fargo in Q2 2013 and has held it in 2 quarters since.
  • Winchester Group's Wells Fargo position peaked at $5.01M in Q2 2013.
  • 1,507 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2013.

Based on Winchester Group's 13F filing for Q3 2013, filed 16 Oct 2013.