WELLS FARGO & COMPANY SERIES T
WFC.PRT
WFC.PRT was delisted on the 14th of December, 2020.
7 hedge funds and large institutions have $3.76M invested in WELLS FARGO & COMPANY SERIES T in 2016 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 1 closing their positions.
16% more capital invested
Capital invested by funds: $3.24M → $3.76M (+$524K)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
13% less funds holding
Funds holding: 8 → 7 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Maryland Capital Management
Towson,
Maryland
|
+$459K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$399K |
| 3 |
FBB
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
+$3.36K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIC
Joel Isaacson & Co
New York
|
-$7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FBB
1
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $1.75M | +$3.36K | +131 | +0.2% |
|
|
MCM
2
Maryland Capital Management
Towson,
Maryland
| $1.08M | +$459K | +17,900 | +71% |
|
|
WSFS
3
Wilmington Savings Fund Society
Wilmington,
Delaware
| $438K | – | – | – |
|
|
4
Ameriprise
Minneapolis,
Minnesota
| $391K | +$399K | +15,579 | New |
|
|
ECM
5
Estabrook Capital Management
New York
| $66.5K | – | – | – |
|
|
SIM
6
Sonora Investment Management
Tucson,
Arizona
| $25.1K | – | – | – |
|
|
QAM
7
QCI Asset Management
Pittsford,
New York
| $7K | – | – | – |
|
|
JIC
8
Joel Isaacson & Co
New York
| – | -$7K | -250 | Closed |
|
WFC.PRT Hedge Fund Activity: Q4 2016 in Review
7 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in WELLS FARGO & COMPANY SERIES T (WFC.PRT) for Q4 2016, worth a combined $3.76M — up 16% from $3.24M a quarter earlier.
Fund positioning in WFC.PRT was balanced in Q4 2016: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 0 trimmed.
The largest buyer was Maryland Capital Management, adding an estimated $459K. The largest seller was Joel Isaacson & Co, exiting entirely with an estimated $7K sold.
- 7 institutional investors held WELLS FARGO & COMPANY SERIES T (WFC.PRT) as of Q4 2016, down from 8 in Q3 2016.
- Funds reported $3.76M of WELLS FARGO & COMPANY SERIES T stock for Q4 2016, up 16% quarter-over-quarter.
- 1 fund opened new WELLS FARGO & COMPANY SERIES T positions in Q4 2016 and 1 closed out, a net change of 0 holders.
- The largest WELLS FARGO & COMPANY SERIES T buyer in Q4 2016 was Maryland Capital Management, an estimated $459K added.
- The largest WELLS FARGO & COMPANY SERIES T seller in Q4 2016 was Joel Isaacson & Co, an estimated $7K sold.
Based on aggregated 13F filings for Q4 2016.