D.L. Carlson Investment Group’s WELLS FARGO & COMPANY SER P WFC.PRP Stock Holding History

D.L. Carlson Investment Group’s Portfolio WFC.PRP Stock Details WFC.PRP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-8,140	Closed	-$202K	–	156
2020 Q2	$202K	Buy	+8,140	New	+$201K	0.06%	126
2020 Q1	–	Sell	-8,140	Closed	-$207K	–	172
2019 Q4	$207K	Hold	8,140	–	–	0.06%	140
2019 Q3	$202K	Hold	8,140	–	–	0.06%	139
2019 Q2	$204K	Buy	+8,140	New	+$203K	0.06%	141

Other funds holding WFC.PRP

QIM

Quest Investment Management Lake Oswego, Oregon $857M AUM 21.67% 1-Year Est. Return

CSPIA

Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

SIM

Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

D.L. Carlson Investment Group's WFC.PRP Position: Q3 2020 in Review

D.L. Carlson Investment Group sold out of WELLS FARGO & COMPANY SER P (WFC.PRP) in Q3 2020, closing a stake of 8,140 shares — an estimated $202K sold.

D.L. Carlson Investment Group first reported a position in WFC.PRP in Q2 2019 and held it in 4 quarters. The position peaked at $207K in Q4 2019. 3 funds tracked by Wall St. Rank hold WFC.PRP as of Q3 2020.

D.L. Carlson Investment Group reported no remaining WELLS FARGO & COMPANY SER P position as of Q3 2020 after selling out during the quarter.
D.L. Carlson Investment Group sold 8,140 WELLS FARGO & COMPANY SER P shares in Q3 2020, an estimated $202K.
D.L. Carlson Investment Group first reported a position in WELLS FARGO & COMPANY SER P in Q2 2019 and held it in 4 quarters.
D.L. Carlson Investment Group's WELLS FARGO & COMPANY SER P position peaked at $207K in Q4 2019.
3 funds tracked by Wall St. Rank held WELLS FARGO & COMPANY SER P as of Q3 2020.

Based on D.L. Carlson Investment Group's 13F filing for Q3 2020, filed 13 Nov 2020.