Wright Private Asset Management’s Wells Fargo WFC Stock Holding History

Wright Private Asset 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
2013 Q2	$375K	Buy	+9,091	New	+$354K	3.43%	9

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

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

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

Wright Private Asset Management's WFC Position: Q2 2013 in Review

Wright Private Asset Management opened a new position in Wells Fargo (WFC) in Q2 2013: 9,091 shares worth $375K. The stake represents 3.43% of the portfolio and ranks #9 among its holdings.

1,482 funds tracked by Wall St. Rank hold WFC as of Q2 2013.

Wright Private Asset Management held 9,091 shares of Wells Fargo worth $375K as of Q2 2013.
Wells Fargo was a new Wright Private Asset Management position in Q2 2013.
Wells Fargo made up 3.43% of Wright Private Asset Management's portfolio in Q2 2013, its #9 holding.
1,482 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2013.

Based on Wright Private Asset Management's 13F filing for Q2 2013, filed 31 Jul 2013.