Wells Fargo’s Empire State Realty Series 60 OGCP Stock Holding History

Wells Fargo’s Portfolio OGCP Stock Details OGCP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-1	Closed	–	–	7636
2022 Q3	$0	Hold	1	–	–	﹤0.01%	7159
2022 Q2	$0	Hold	1	–	–	﹤0.01%	7290
2022 Q1	$0	Buy	+1	New	+$9	﹤0.01%	7598
2017 Q4	–	Sell	-1,000	Closed	-$20K	–	6471
2017 Q3	$20K	Hold	1,000	–	–	﹤0.01%	5713
2017 Q2	$21K	Sell	1,000 -1,000	-50%	-$20.9K	﹤0.01%	5622
2017 Q1	$41K	Hold	2,000	–	–	﹤0.01%	5514
2016 Q4	$40K	Sell	2,000 -2,000	-50%	-$39.5K	﹤0.01%	5442
2016 Q3	$85K	Hold	4,000	–	–	﹤0.01%	5013
2016 Q2	$75K	Sell	4,000 -1,048	-21%	-$19.5K	﹤0.01%	5000
2016 Q1	$88K	Sell	5,048 -6,000	-54%	-$99.1K	﹤0.01%	4927
2015 Q4	$198K	Buy	+11,048	New	+$196K	﹤0.01%	4464

Other funds holding OGCP

YWP

YorkBridge Wealth Partners New York $394M AUM 15.56% 1-Year Est. Return

Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

RWA

Ropes Wealth Advisors Boston, Massachusetts $515M AUM 21.76% 1-Year Est. Return

RWP

Ridgecrest Wealth Partners Mill Valley, California $181M AUM 25.4% 1-Year Est. Return

SFG

Sterling Financial Group Pasadena, California $316M AUM 10.54% 1-Year Est. Return

Wells Fargo's OGCP Position: Q4 2022 in Review

Wells Fargo sold out of Empire State Realty Series 60 (OGCP) in Q4 2022, closing a stake of 1 share.

Wells Fargo first reported a position in OGCP in Q4 2015 and held it in 11 quarters. The position peaked at $198K in Q4 2015. 18 funds tracked by Wall St. Rank hold OGCP as of Q4 2022.

Wells Fargo reported no remaining Empire State Realty Series 60 position as of Q4 2022 after selling out during the quarter.
Wells Fargo sold 1 Empire State Realty Series 60 share in Q4 2022.
Wells Fargo first reported a position in Empire State Realty Series 60 in Q4 2015 and held it in 11 quarters.
Wells Fargo's Empire State Realty Series 60 position peaked at $198K in Q4 2015.
18 funds tracked by Wall St. Rank held Empire State Realty Series 60 as of Q4 2022.

Based on Wells Fargo's 13F filing for Q4 2022, filed 13 Feb 2023.