GT
WFC.PRT

Glenmede Trust’s WELLS FARGO & COMPANY SERIES T WFC.PRT Stock Holding History

Glenmede Trust’s Portfolio WFC.PRT Stock Details WFC.PRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-250
Closed -$6K – 2718
2020
Q1 		$6K Hold
250
– – ﹤0.01% 2640
2019
Q4 		$6K Hold
250
– – ﹤0.01% 2640
2019
Q3 		$6 Hold
250
– – ﹤0.01% 2592
2019
Q2 		$6 Hold
250
– – ﹤0.01% 2593
2019
Q1 		$6 Buy
+250
New +$6.4K ﹤0.01% 2582

Other funds holding WFC.PRT

FCMC
Founders Capital Management (Connecticut) East Hartford, Connecticut $670M AUM 28.54% 1-Year Est. Return
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

Glenmede Trust's WFC.PRT Position: Q2 2020 in Review

Glenmede Trust sold out of WELLS FARGO & COMPANY SERIES T (WFC.PRT) in Q2 2020, closing a stake of 250 shares — an estimated $6K sold.

Glenmede Trust first reported a position in WFC.PRT in Q1 2019 and held it in 5 quarters. The position peaked at $6K in Q1 2020. 3 funds tracked by Wall St. Rank hold WFC.PRT as of Q2 2020.

  • Glenmede Trust reported no remaining WELLS FARGO & COMPANY SERIES T position as of Q2 2020 after selling out during the quarter.
  • Glenmede Trust sold 250 WELLS FARGO & COMPANY SERIES T shares in Q2 2020, an estimated $6K.
  • Glenmede Trust first reported a position in WELLS FARGO & COMPANY SERIES T in Q1 2019 and held it in 5 quarters.
  • Glenmede Trust's WELLS FARGO & COMPANY SERIES T position peaked at $6K in Q1 2020.
  • 3 funds tracked by Wall St. Rank held WELLS FARGO & COMPANY SERIES T as of Q2 2020.

Based on Glenmede Trust's 13F filing for Q2 2020, filed 14 Aug 2020.