IFP Advisors’s WELLS FARGO & COMPANY Depositary Shares, representing a 1/1,000th interest in a share of Non-Cumulat WFC.PRN Stock Holding History

IFP Advisors’s Portfolio WFC.PRN Stock Details WFC.PRN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$61K	Buy	+2,450	New	+$57.9K	0.01%	886
2016 Q2	–	Sell	-2,450	Closed	-$61K	–	4160
2016 Q1	$61K	Buy	+2,450	New	+$61.8K	0.01%	885

Other funds holding WFC.PRN

PAM

Private Asset Management San Diego, California $426M AUM 20.27% 1-Year Est. Return

QAM

QCI Asset Management Pittsford, New York $1.72B AUM 25.41% 1-Year Est. Return

PCG

Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

IFP Advisors's WFC.PRN Position: Q1 2019 in Review

IFP Advisors opened a new position in WELLS FARGO & COMPANY Depositary Shares, representing a 1/1,000th interest in a share of Non-Cumulat (WFC.PRN) in Q1 2019: 2,450 shares worth $61K. The stake represents 0.01% of the portfolio and ranks #886 among its holdings. This is a return to the name: IFP Advisors previously reported a position in WFC.PRN as recently as Q1 2016.

IFP Advisors first reported a position in WFC.PRN in Q1 2016 and has held it in 2 quarters since. 6 funds tracked by Wall St. Rank hold WFC.PRN as of Q1 2019.

IFP Advisors held 2,450 shares of WELLS FARGO & COMPANY Depositary Shares, representing a 1/1,000th interest in a share of Non-Cumulat worth $61K as of Q1 2019.
WELLS FARGO & COMPANY Depositary Shares, representing a 1/1,000th interest in a share of Non-Cumulat was a new IFP Advisors position in Q1 2019.
WELLS FARGO & COMPANY Depositary Shares, representing a 1/1,000th interest in a share of Non-Cumulat made up 0.01% of IFP Advisors's portfolio in Q1 2019, its #886 holding.
IFP Advisors first reported a position in WELLS FARGO & COMPANY Depositary Shares, representing a 1/1,000th interest in a share of Non-Cumulat in Q1 2016 and has held it in 2 quarters since.
6 funds tracked by Wall St. Rank held WELLS FARGO & COMPANY Depositary Shares, representing a 1/1,000th interest in a share of Non-Cumulat as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.