Winifred I. Li’s Wells Fargo WFC Stock Holding History

Winifred I. Li’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 Q4	$794K	Sell	14,479 -381	-3%	-$20.2K	0.75%	40
2014 Q3	$771K	Sell	14,860 -6,760	-31%	-$348K	0.74%	36
2014 Q2	$1.14M	Sell	21,620 -1,160	-5%	-$58.3K	0.97%	22
2014 Q1	$1.13M	Sell	22,780 -41	-0.2%	-$1.91K	0.98%	18
2013 Q4	$1.04M	Sell	22,821 -450	-2%	-$19.4K	0.89%	25
2013 Q3	$961K	Sell	23,271 -399	-2%	-$17K	0.89%	25
2013 Q2	$977K	Buy	+23,670	New	+$922K	0.91%	22

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Winifred I. Li's WFC Position: Q4 2014 in Review

Winifred I. Li reduced its Wells Fargo (WFC) stake by 2.6% in Q4 2014, selling an estimated $20.2K and leaving 14,479 shares worth $794K. The position accounts for 0.75% of the portfolio, ranked #40.

Winifred I. Li first reported a position in WFC in Q2 2013 and has held it in 7 quarters since. The position peaked at $1.14M in Q2 2014. 1,789 funds tracked by Wall St. Rank hold WFC as of Q4 2014.

Winifred I. Li held 14,479 shares of Wells Fargo worth $794K as of Q4 2014.
Winifred I. Li sold 381 Wells Fargo shares in Q4 2014, an estimated $20.2K.
Wells Fargo made up 0.75% of Winifred I. Li's portfolio in Q4 2014, its #40 holding.
Winifred I. Li first reported a position in Wells Fargo in Q2 2013 and has held it in 7 quarters since.
Winifred I. Li's Wells Fargo position peaked at $1.14M in Q2 2014.
1,789 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.