Wells Fargo & Company shares owned by Kovitz Investment Group
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Kovitz Investment Group
from 13F filings
Historical chart of Kovitz Investment Group investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Kovitz Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2015-12-31 | $45M | 824k | 54.36 |
| 2015-09-30 | $43M | 829k | 51.35 |
| 2015-06-30 | $47M | 830k | 56.24 |
| 2015-03-31 | $46M | 842k | 54.40 |
| 2014-12-31 | $61M | 1.1M | 54.82 |
| 2014-09-30 | $59M | 1.1M | 51.82 |
| 2014-06-30 | $61M | 1.2M | 52.56 |
| 2014-03-31 | $73M | 1.9M | 39.27 |
| 2013-12-31 | $69M | 1.5M | 45.40 |
| 2013-09-30 | $105M | 2.5M | 41.32 |
| 2013-06-30 | $106M | 2.6M | 41.27 |
| 2013-03-31 | $98M | 2.6M | 36.99 |
| 2012-09-30 | $185M | 5.3M | 34.53 |
| 2012-06-30 | $179M | 5.3M | 33.44 |
| 2012-03-31 | $182M | 5.3M | 34.14 |
| 2011-12-31 | $142M | 5.1M | 27.56 |
| 2011-09-30 | $120M | 5.0M | 24.12 |
| 2011-06-30 | $126M | 4.5M | 28.06 |
| 2011-03-31 | $119M | 3.7M | 31.71 |
| 2010-12-31 | $92M | 3.0M | 30.99 |