SIM
WFC.PRN

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

Sonora Investment Management’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
2018
Q4 		– Sell
-560
Closed -$14K – 1311
2018
Q3 		$14K Buy
+560
New +$13.8K ﹤0.01% 770

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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
RMC
Resources Management Corp West Hartford, Connecticut $753M AUM 20.77% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Sonora Investment Management's WFC.PRN Position: Q4 2018 in Review

Sonora Investment Management sold out of WELLS FARGO & COMPANY Depositary Shares, representing a 1/1,000th interest in a share of Non-Cumulat (WFC.PRN) in Q4 2018, closing a stake of 560 shares — an estimated $14K sold.

Sonora Investment Management first reported a position in WFC.PRN in Q3 2018 and held it in 1 quarter. The position peaked at $14K in Q3 2018. 6 funds tracked by Wall St. Rank hold WFC.PRN as of Q4 2018.

  • Sonora Investment Management reported no remaining WELLS FARGO & COMPANY Depositary Shares, representing a 1/1,000th interest in a share of Non-Cumulat position as of Q4 2018 after selling out during the quarter.
  • Sonora Investment Management sold 560 WELLS FARGO & COMPANY Depositary Shares, representing a 1/1,000th interest in a share of Non-Cumulat shares in Q4 2018, an estimated $14K.
  • Sonora Investment Management first reported a position in WELLS FARGO & COMPANY Depositary Shares, representing a 1/1,000th interest in a share of Non-Cumulat in Q3 2018 and held it in 1 quarter.
  • Sonora Investment Management's WELLS FARGO & COMPANY Depositary Shares, representing a 1/1,000th interest in a share of Non-Cumulat position peaked at $14K in Q3 2018.
  • 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 Q4 2018.

Based on Sonora Investment Management's 13F filing for Q4 2018, filed 25 Jan 2019.