WELLS FARGO & COMPANY SERIES T
WFC.PRT
WFC.PRT was delisted on the 14th of December, 2020.
7 hedge funds and large institutions have $5.37M invested in WELLS FARGO & COMPANY SERIES T in 2015 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
17% more funds holding
Funds holding: 6 → 7 (+1)
0% more capital invested
Capital invested by funds: $5.35M → $5.37M (+$15.8K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RFA
Reilly Financial Advisors
La Mesa,
California
|
+$76.9K |
| 2 |
FBB
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
+$45K |
| 3 |
ECM
Estabrook Capital Management
New York
|
+$12.8K |
| 4 |
WSFS
Wilmington Savings Fund Society
Wilmington,
Delaware
|
+$11.5K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$5.13K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CG
Colony Group
Boston,
Massachusetts
|
-$228K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EHC
1
Everett Harris & Co
Los Angeles,
California
| $3.8M | – | – | – |
|
|
FBB
2
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $909K | +$45K | +1,754 | +5% |
|
|
CNB
3
City National Bank
Beverly Hills,
California
| $258K | – | – | – |
|
|
WSFS
4
Wilmington Savings Fund Society
Wilmington,
Delaware
| $256K | +$11.5K | +450 | +5% |
|
|
RFA
5
Reilly Financial Advisors
La Mesa,
California
| $78K | +$76.9K | +3,000 | New |
|
|
ECM
6
Estabrook Capital Management
New York
| $62K | +$12.8K | +500 | +26% |
|
|
7
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $5K | +$5.13K | +200 | New |
|
|
CG
8
Colony Group
Boston,
Massachusetts
| – | -$228K | -9,000 | Closed |
|
WFC.PRT Hedge Fund Activity: Q1 2015 in Review
7 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in WELLS FARGO & COMPANY SERIES T (WFC.PRT) for Q1 2015, worth a combined $5.37M — up 0.3% from $5.35M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new WFC.PRT positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Reilly Financial Advisors, opening a new position worth an estimated $76.9K. The largest seller was Colony Group, exiting entirely with an estimated $228K sold.
- 7 institutional investors held WELLS FARGO & COMPANY SERIES T (WFC.PRT) as of Q1 2015, up from 6 in Q4 2014.
- Funds reported $5.37M of WELLS FARGO & COMPANY SERIES T stock for Q1 2015, up 0.3% quarter-over-quarter.
- 2 funds opened new WELLS FARGO & COMPANY SERIES T positions in Q1 2015 and 1 closed out, a net change of +1 holder.
- The largest WELLS FARGO & COMPANY SERIES T buyer in Q1 2015 was Reilly Financial Advisors, an estimated $76.9K added.
- The largest WELLS FARGO & COMPANY SERIES T seller in Q1 2015 was Colony Group, an estimated $228K sold.
Based on aggregated 13F filings for Q1 2015.