MCM
WFC.PRT

Maryland Capital Management’s WELLS FARGO & COMPANY SERIES T WFC.PRT Stock Holding History

Maryland Capital Management’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
2019
Q4 		– Sell
-111,180
Closed -$2.81M – 193
2019
Q3 		$2.81M Buy
111,180
+2,545
+2% +$65K 0.32% 68
2019
Q2 		$2.78M Sell
108,635
-1,675
-2% -$42.8K 0.33% 67
2019
Q1 		$2.82M Buy
110,310
+15,480
+16% +$396K 0.35% 66
2018
Q4 		$2.38M Buy
94,830
+7,450
+9% +$188K 0.34% 64
2018
Q3 		$2.25M Buy
87,380
+4,220
+5% +$109K 0.29% 65
2018
Q2 		$2.15M Buy
83,160
+9,455
+13% +$242K 0.3% 66
2018
Q1 		$1.88M Buy
73,705
+2,555
+4% +$65.7K 0.27% 66
2017
Q4 		$1.88M Buy
71,150
+20,075
+39% +$528K 0.28% 64
2017
Q3 		$1.34M Buy
51,075
+6,000
+13% +$158K 0.21% 73
2017
Q2 		$1.19M Sell
45,075
-1,150
-2% -$30.4K 0.17% 81
2017
Q1 		$1.21M Buy
46,225
+2,975
+7% +$77K 0.18% 80
2016
Q4 		$1.08M Buy
43,250
+17,900
+71% +$459K 0.17% 82
2016
Q3 		$678K Buy
25,350
+15,625
+161% +$424K 0.1% 95
2016
Q2 		$262K Hold
9,725
– – 0.04% 133
2016
Q1 		$257K Hold
9,725
– – 0.04% 134
2015
Q4 		$260K Buy
9,725
+250
+3% +$6.52K 0.04% 136
2015
Q3 		$240K Hold
9,475
– – 0.04% 147
2015
Q2 		$240K Buy
+9,475
New +$242K 0.04% 156

Other funds holding WFC.PRT

FCMC
Founders Capital Management (Connecticut) East Hartford, Connecticut $670M AUM 28.54% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 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
IWA
Intercontinental Wealth Advisors San Antonio, Texas $419M AUM 22.15% 1-Year Est. Return
QAM
QCI Asset Management Pittsford, New York $1.72B AUM 25.41% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Maryland Capital Management's WFC.PRT Position: Q4 2019 in Review

Maryland Capital Management sold out of WELLS FARGO & COMPANY SERIES T (WFC.PRT) in Q4 2019, closing a stake of 111,180 shares — an estimated $2.81M sold.

Maryland Capital Management first reported a position in WFC.PRT in Q2 2015 and held it in 18 quarters. The position peaked at $2.82M in Q1 2019. 7 funds tracked by Wall St. Rank hold WFC.PRT as of Q4 2019.

  • Maryland Capital Management reported no remaining WELLS FARGO & COMPANY SERIES T position as of Q4 2019 after selling out during the quarter.
  • Maryland Capital Management sold 111,180 WELLS FARGO & COMPANY SERIES T shares in Q4 2019, an estimated $2.81M.
  • Maryland Capital Management first reported a position in WELLS FARGO & COMPANY SERIES T in Q2 2015 and held it in 18 quarters.
  • Maryland Capital Management's WELLS FARGO & COMPANY SERIES T position peaked at $2.82M in Q1 2019.
  • 7 funds tracked by Wall St. Rank held WELLS FARGO & COMPANY SERIES T as of Q4 2019.

Based on Maryland Capital Management's 13F filing for Q4 2019, filed 11 Feb 2020.