Appleton Partners Inc increases position in Wells Fargo & St (NYSE:WFC) by $275,000

According to the most recent 13F filing with the SEC dated January 22, 2016, institutional investor Appleton Partners Inc increased its stake in Wells Fargo & St (NYSE:WFC) by 2.70% during the forth quarter ending December 31st, 2015. Appleton Partners Inc now owns 213,943 shares of company's stock after buying 5,624 shares during the quarter worth about $275,000. Appleton Partners Inc holdings in Wells Fargo & St were worth $10,466,000 at the end of the most recent reporting period. Wells Fargo & St (NYSE:WFC) accounts for approximately 0.0226% of Appleton Partners Inc holdings.

Among institutional investors, the top 3 institutions holding most of WFC stock are: BERKSHIRE HATHAWAY INC (9.23%), VANGUARD GROUP INC (5.28%) and STATE STREET CORP (3.75%). BERKSHIRE HATHAWAY INC holds the most number of Wells Fargo & St shares to the amount of 470,292,359 which are worth about 23,006,702 as of September 30, 2015. During this period, BERKSHIRE HATHAWAY INC increased its holding by about 0.00% worth about $0 or 0 shares.

Among institutional investors increasing their stake in WFC, BANK OF AMERICA CORP /DE/ increased its holding by about 87.86% worth about $1,210,639,383 or 24,747,330 shares. ALLIANCEBERNSTEIN L.P. increased its holding by about 19.46% worth about $320,498,939 or 6,551,491 shares. CAPITAL RESEARCH GLOBAL INVESTORS increased its holding by about 31.90% worth about $250,494,860 or 5,120,500 shares.

Among institutional investors who got a new stake in WFC, BANK OF AMERICA CORP /DE/ got a new stake worth about $1,210,639,383 or 24,747,330 shares. ALLIANCEBERNSTEIN L.P. got a new stake worth about $320,498,939 or 6,551,491 shares. CAPITAL RESEARCH GLOBAL INVESTORS got a new stake worth about $250,494,860 or 5,120,500 shares.

Wells Fargo & St (NYSE:WFC) Institutional Ownership

Institutional Ownership 76.39%
Total Shares Outstanding (millions) 5,092
Total Value of Holdings (millions) $190,297

Wells Fargo & St (NYSE:WFC) Institutional Positions

HOLDERS SHARES
Increased Positions 925 121,801,969
Decreased Positions 735 134,236,242
Held Positions 234 3,633,919,936
Total Institutional Shares 1,894 3,889,958,147

Top 15 Increased Institutional Holdings for Wells Fargo & St (NYSE:WFC)

Owner Name Quarter Ending Shared Held Overall Stake Shares Bought ^ Shares Bought (%) Value (in 1,000s)
BANK OF AMERICA CORP /DE/ 09/30/2015 52,915,500 1.02% 24,747,330 87.86 2,588,626
ALLIANCEBERNSTEIN L.P. 09/30/2015 40,224,929 0.79% 6,551,491 19.46 1,967,804
CAPITAL RESEARCH GLOBAL INVESTORS 09/30/2015 21,171,800 0.41% 5,120,500 31.90 1,035,724
BLOOMBERGSEN INC. 09/30/2015 4,506,478 0.08% 4,506,478 New 220,457
STANDARD LIFE INVESTMENTS LTD 09/30/2015 11,154,756 0.22% 4,122,915 58.63 545,691
CAPITAL WORLD INVESTORS 09/30/2015 152,813,035 2.99% 3,569,215 2.39 7,475,614
EATON VANCE MANAGEMENT 09/30/2015 11,516,432 0.22% 3,304,442 40.24 563,384
VANGUARD GROUP INC 09/30/2015 269,727,330 5.28% 2,328,805 .87 13,195,061
BOSTON PARTNERS 09/30/2015 25,422,519 0.49% 2,224,031 9.59 1,243,670
RUSSELL FRANK CO/ 12/31/2015 14,545,333 0.27% 2,066,274 16.56 711,558
ROYAL BANK OF CANADA 09/30/2015 15,465,722 0.29% 1,986,427 14.74 756,583
OMERS ADMINISTRATION CORP 09/30/2015 1,928,200 0.02% 1,928,200 New 94,328
CREDIT SUISSE AG/ 09/30/2015 14,332,494 0.27% 1,852,004 14.84 701,146
LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH INC 09/30/2015 2,654,796 0.04% 1,730,498 187.22 129,873
MAGELLAN ASSET MANAGEMENT LTD 09/30/2015 11,870,865 0.22% 1,730,069 17.06 580,723

 

Wells Fargo & St (NYSE:WFC) New and Sold Out Institution Positions

HOLDERS SHARES
New Positions 85 13,843,625
Sold Out Positions 61 6,754,915

 

Top 15 New Institutional Holdings for Wells Fargo & St (NYSE:WFC)

Owner Name Quarter Ending Shared Held Overall Stake Shares Bought ^ Shares Bought (%) Value (in 1,000s)
BLOOMBERGSEN INC. 09/30/2015 4,506,478 0.08% 4,506,478 New 220,457
OMERS ADMINISTRATION CORP 09/30/2015 1,928,200 0.02% 1,928,200 New 94,328
BANQUE PICTET & CIE SA 09/30/2015 1,238,498 0.02% 1,238,498 New 60,587
ZURICH INSURANCE GROUP LTD/FI 09/30/2015 1,094,521 0.02% 1,094,521 New 53,544
SARASIN & PARTNERS LLP 12/31/2015 700,766 0.0% 700,766 New 34,281
HUTCHIN HILL CAPITAL, LP 09/30/2015 600,000 0.0% 600,000 New 29,352
MIZUHO SECURITIES USA INC. 12/31/2015 485,300 0.0% 485,300 New 23,741
CAXTON ASSOCIATES LP 09/30/2015 338,800 0.0% 338,800 New 16,574
CASTLE CREEK ARBITRAGE, LLC 09/30/2015 302,682 0.0% 302,682 New 14,807
MANITOU INVESTMENT MANAGEMENT LTD. 09/30/2015 248,690 0.0% 248,690 New 12,166
IMPALA ASSET MANAGEMENT LLC 09/30/2015 235,300 0.0% 235,300 New 11,511
PICTET & CIE (EUROPE) SA 09/30/2015 182,713 0.0% 182,713 New 8,938
KIMELMAN & BAIRD, LLC 06/30/2015 170,207 0.0% 170,207 New 8,327
FIRST LONG ISLAND INVESTORS, LLC 09/30/2015 163,685 0.0% 163,685 New 8,007
ALLY FINANCIAL INC. 09/30/2015 140,000 0.0% 140,000 New 6,849

 

Top 15 Institutional Holders for Wells Fargo & St (NYSE:WFC)

Owner Name Quarter Ending Shared Held Overall Stake Change (Shares) Change (%) Value (in 1,000s) ^
BERKSHIRE HATHAWAY INC 09/30/2015 470,292,359 9.23% 0 0.00 23,006,702
VANGUARD GROUP INC 09/30/2015 269,727,330 5.28% 2,328,805 .87 13,195,061
STATE STREET CORP 09/30/2015 191,088,115 3.75% (2,134,624) -1.11 9,348,031
FMR LLC 09/30/2015 153,837,698 3.0% (10,294,031) -6.27 7,525,740
CAPITAL WORLD INVESTORS 09/30/2015 152,813,035 2.99% 3,569,215 2.39 7,475,614
WELLINGTON MANAGEMENT GROUP LLP 09/30/2015 126,948,479 2.47% 1,120,193 .89 6,210,320
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. 09/30/2015 122,451,895 2.4% 389,337 .32 5,990,347
JPMORGAN CHASE & CO 09/30/2015 104,884,575 2.04% (335,107) -0.32 5,130,953
DODGE & COX 09/30/2015 71,544,477 1.39% 647,793 .91 3,499,956
NORTHERN TRUST CORP 09/30/2015 65,494,479 1.28% (2,268,235) -3.35 3,203,990
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 09/30/2015 55,039,014 1.08% 0 0.00 2,692,509
BANK OF NEW YORK MELLON CORP 09/30/2015 53,071,658 1.04% (1,383,161) -2.54 2,596,266
BANK OF AMERICA CORP /DE/ 09/30/2015 52,915,500 1.02% 24,747,330 87.86 2,588,626
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 09/30/2015 51,252,849 1.0% (1,065,690) -2.04 2,507,289
BLACKROCK FUND ADVISORS 09/30/2015 50,893,934 0.98% 851,211 1.70 2,489,731

 

Wells Fargo & St (NYSE:WFC) Quick Overview on Friday, January 29 2016 (08:25AM EST)

Wells Fargo & St stock is currently trading at $48.92 (as of 1/28/2016 4:00pm EST). The current asking price for WFC is $49.34 and bid price is $48.95. The WFC stock is UP by $+0.35 (or +0.72%) after trading opened at 9:30am EST at the opening price of $49.10. Today's high so far has been $49.40 and the low has been $48.60 with the day's price range fluctuating between $48.60 - 49.40 (or +0.35 - +0.72%). The current trading volume for the day has been 21306721 shares so far. The average daily trading volume for WFC is 17496300 shares.

Wells Fargo & St (NYSE:WFC) Stock Price Graph for trading day, January 29 2016

Wells Fargo & St (NYSE:WFC) Stock Price Graph for trading day, January 29 2016

 

Previous trading session performance

The stock has a previous day closing price of $48.57 from its last trading session on January 28, 2016 4:00PM EST.

Overall Yearly performance for Wells Fargo & St

The high for the year 2016 has been $58.77 and the low has been $46.88. The range for the stock for this year has been $46.88 - 58.77 so far. The stock is DOWN from year high by $-9.85 or (-16.76%). The stock is UP from year low by $2.04 or (+4.35%). WFC has a book value of $33.83. The Short Ratio for WFC is 1.77. The Earnings Per Share (EPS) value for WFC is 4.15. The Price to Sales Ratio for Wells Fargo & St is 2.96. WFC has a 50-day moving average of $51.91 and a 200-day moving average of $53.93.

Wells Fargo & St (NYSE:WFC) Stock Price Graph for 2016

Wells Fargo & St (NYSE:WFC) Stock Price Graph for 2016

 

Wells Fargo & St (NYSE:WFC) - Company Financials

Wells Fargo & St has a market capitalization of 249.11B. The Price to Earnings ratio (P/E) for WFC is 11.79. The Price/Earnings to growth ratio (PEG) is 1.18.

Wells Fargo & St (NYSE:WFC) Forecast

Wells Fargo & St stock has an estimated Earnings Per Share (EPS) value of 4.30 for the current year of 2016. The EPS for the next quarter is estimated to be 1.07. The EPS for year 2016 is estimated to be 4.65. Analysts have estimated a One Year target price for WFC to be at $57.92.

Posted by on Friday January 29 2016, 8:28 AM EST. All trademarks acknowledged. Filed under World. Comments and Trackbacks closed. Follow responses: RSS 2.0

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