EI
WFC.PRV

Ellevest Inc’s Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cu WFC.PRV Stock Holding History

Ellevest Inc’s Portfolio WFC.PRV Stock Details WFC.PRV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-600
Closed -$15K – 363
2018
Q4 		$15K Buy
+600
New +$15.2K 0.01% 351

Other funds holding WFC.PRV

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.53B AUM 18.11% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return

Ellevest Inc's WFC.PRV Position: Q1 2019 in Review

Ellevest Inc sold out of Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cu (WFC.PRV) in Q1 2019, closing a stake of 600 shares — an estimated $15K sold.

Ellevest Inc first reported a position in WFC.PRV in Q4 2018 and held it in 1 quarter. The position peaked at $15K in Q4 2018. 5 funds tracked by Wall St. Rank hold WFC.PRV as of Q1 2019.

  • Ellevest Inc reported no remaining Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cu position as of Q1 2019 after selling out during the quarter.
  • Ellevest Inc sold 600 Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cu shares in Q1 2019, an estimated $15K.
  • Ellevest Inc first reported a position in Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cu in Q4 2018 and held it in 1 quarter.
  • Ellevest Inc's Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cu position peaked at $15K in Q4 2018.
  • 5 funds tracked by Wall St. Rank held Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cu as of Q1 2019.

Based on Ellevest Inc's 13F filing for Q1 2019, filed 1 May 2019.