Wood Investment Counsel’s Wells Fargo WFC Stock Holding History

Wood Investment Counsel’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	$7.91M	Sell	152,439 -150	-0.1%	-$7.72K	1.18%	28
2014 Q2	$8.02M	Sell	152,589 -2,974	-2%	-$149K	1.19%	28
2014 Q1	$7.74M	Sell	155,563 -150	-0.1%	-$6.99K	1.25%	27
2013 Q4	$7.07M	Buy	155,713 +41,800	+37%	+$1.81M	1.12%	27
2013 Q3	$4.71M	Sell	113,913 -250	-0.2%	-$10.7K	0.84%	27
2013 Q2	$4.71M	Buy	+114,163	New	+$4.45M	0.87%	30

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

Wood Investment Counsel's WFC Position: Q3 2014 in Review

Wood Investment Counsel reduced its Wells Fargo (WFC) stake by 0.1% in Q3 2014, selling an estimated $7.72K and leaving 152,439 shares worth $7.91M. The position accounts for 1.18% of the portfolio, ranked #28.

Wood Investment Counsel first reported a position in WFC in Q2 2013 and has held it in 6 quarters since. The position peaked at $8.02M in Q2 2014. 1,673 funds tracked by Wall St. Rank hold WFC as of Q3 2014.

Wood Investment Counsel held 152,439 shares of Wells Fargo worth $7.91M as of Q3 2014.
Wood Investment Counsel sold 150 Wells Fargo shares in Q3 2014, an estimated $7.72K.
Wells Fargo made up 1.18% of Wood Investment Counsel's portfolio in Q3 2014, its #28 holding.
Wood Investment Counsel first reported a position in Wells Fargo in Q2 2013 and has held it in 6 quarters since.
Wood Investment Counsel's Wells Fargo position peaked at $8.02M in Q2 2014.
1,673 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2014.

Based on Wood Investment Counsel's 13F filing for Q3 2014, filed 27 Oct 2014.