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WFC.PRP
WELLS FARGO & COMPANY SER P
WFC.PRP
WFC.PRP
Delisted
WFC.PRP was delisted on the 12th of March, 2021.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
RIG
1
Roosevelt Investment Group
New York
| $1.48M | – | – | – |
|
| 2 |
MC
2
Mathes Company
New York
| $209K | -$69.5K | -3,000 | -26% |
|
| 3 |
QIM
3
Quest Investment Management
Lake Oswego,
Oregon
| $209K | +$203K | +8,760 | New |
|
| 4 |
TAM
4
Tocqueville Asset Management
New York
| $24K | +$23.2K | +1,000 | New |
|
| 5 |
PTC
5
Private Trust Company
Cleveland,
Ohio
| $15K | – | – | – |
|
| 6 |
RFA
6
Reilly Financial Advisors
La Mesa,
California
| – | -$729K | -33,414 | Closed |
|