Kovitz Investment Group Partners LLC Decreases Stake in General Motors
| SOPVX Fund | USD 52.47 0.19 0.36% |
Slightly above 62% of Wells Fargo's investor base is looking to short. The analysis of overall sentiment of trading Wells Fargo Opportunity mutual fund suggests that many investors are alarmed at this time. Wells Fargo's investing sentiment can be driven by a variety of factors including economic data, Wells Fargo's earnings reports, geopolitical events, and overall market trends.
Wells |
Kovitz Investment Group Partners LLC lessened its stake in shares of General Motors by 71.9 percent during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 448,910 shares of the auto manufacturers stock after selling 1,150,250 shares during the
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Wells Fargo Fundamental Analysis
We analyze Wells Fargo's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Wells Fargo using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Wells Fargo based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Five Year Return
Five Year Return Comparative Analysis
Wells Fargo is currently under evaluation in five year return among similar funds. Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Wells Fargo Opportunity Potential Pair-trading
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Wells Fargo mutual fund to make a market-neutral strategy. Peer analysis of Wells Fargo could also be used in its relative valuation, which is a method of valuing Wells Fargo by comparing valuation metrics with similar companies.
Peers
Wells Fargo Related Equities
| SADIX | Wells Fargo | 0.00 |
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| EMGCX | Wells Fargo | 0.09 |
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| EMGYX | Wells Fargo | 0.11 |
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| SADAX | Wells Fargo | 0.11 |
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| EMGNX | Wells Fargo | 0.11 |
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| EMGAX | Wells Fargo | 0.11 |
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| SSHIX | Wells Fargo | 0.12 |
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| DHICX | Wells Fargo | 0.22 |
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| VMPYX | Wells Fargo | 0.23 |
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| VMPAX | Wells Fargo | 0.34 |
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Other Information on Investing in Wells Mutual Fund
Wells Fargo financial ratios help investors to determine whether Wells Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Wells with respect to the benefits of owning Wells Fargo security.
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