NCM
WFC.PRX

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

Nelson Capital Management’s Portfolio WFC.PRX Stock Details WFC.PRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-2,000
Closed -$51K – 307
2019
Q3 		$51K Buy
+2,000
New +$51.4K 0.01% 149

Other funds holding WFC.PRX

CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
ARMC
American Research & Management Company Marion, Massachusetts $362M AUM 8.06% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Nelson Capital Management's WFC.PRX Position: Q4 2019 in Review

Nelson Capital Management sold out of Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cu (WFC.PRX) in Q4 2019, closing a stake of 2,000 shares — an estimated $51K sold.

Nelson Capital Management first reported a position in WFC.PRX in Q3 2019 and held it in 1 quarter. The position peaked at $51K in Q3 2019. 4 funds tracked by Wall St. Rank hold WFC.PRX as of Q4 2019.

  • Nelson Capital Management reported no remaining Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cu position as of Q4 2019 after selling out during the quarter.
  • Nelson Capital Management sold 2,000 Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cu shares in Q4 2019, an estimated $51K.
  • Nelson Capital Management first reported a position in Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cu in Q3 2019 and held it in 1 quarter.
  • Nelson Capital Management's Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cu position peaked at $51K in Q3 2019.
  • 4 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 Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.