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Avantax Planning Partners’s Wells Fargo 7.5% Non Cumv Perp Conv WFC.PRL Stock Holding History

Avantax Planning Partners’s Portfolio WFC.PRL Stock Details WFC.PRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-495
Closed -$651K – 364
2017
Q3 		$651K Hold
495
– – 0.05% 170
2017
Q2 		$649K Hold
495
– – 0.05% 158
2017
Q1 		$613K Buy
+495
New +$602K 0.05% 160

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Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAM
Camden Asset Management Los Angeles, California $2.94B AUM 14.59% 1-Year Est. Return
SAMC
Spectrum Asset Management (Connecticut) Stamford, Connecticut $50M AUM 2.62% 1-Year Est. Return
ACM
Advent Capital Management New York $3.63B AUM 0.29% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Avantax Planning Partners's WFC.PRL Position: Q4 2017 in Review

Avantax Planning Partners sold out of Wells Fargo 7.5% Non Cumv Perp Conv (WFC.PRL) in Q4 2017, closing a stake of 495 shares — an estimated $651K sold.

Avantax Planning Partners first reported a position in WFC.PRL in Q1 2017 and held it in 3 quarters. The position peaked at $651K in Q3 2017. 193 funds tracked by Wall St. Rank hold WFC.PRL as of Q4 2017.

  • Avantax Planning Partners reported no remaining Wells Fargo 7.5% Non Cumv Perp Conv position as of Q4 2017 after selling out during the quarter.
  • Avantax Planning Partners sold 495 Wells Fargo 7.5% Non Cumv Perp Conv shares in Q4 2017, an estimated $651K.
  • Avantax Planning Partners first reported a position in Wells Fargo 7.5% Non Cumv Perp Conv in Q1 2017 and held it in 3 quarters.
  • Avantax Planning Partners's Wells Fargo 7.5% Non Cumv Perp Conv position peaked at $651K in Q3 2017.
  • 193 funds tracked by Wall St. Rank held Wells Fargo 7.5% Non Cumv Perp Conv as of Q4 2017.

Based on Avantax Planning Partners's 13F filing for Q4 2017, filed 9 Feb 2018.