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WFC.PRT
WELLS FARGO & COMPANY SERIES T
WFC.PRT
WFC.PRT
Delisted
WFC.PRT was delisted on the 14th of December, 2020.
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 |
MCM
1
Maryland Capital Management
Towson,
Maryland
| $2.38M | +$188K | +7,450 | +9% |
|
| 2 |
FBB
2
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $1.61M | -$36.3K | -1,440 | -2% |
|
| 3 |
WFMPM
3
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| $616K | -$196K | -7,770 | -24% |
|
| 4 |
WSFS
4
Wilmington Savings Fund Society
Wilmington,
Delaware
| $384K | – | – | – |
|
| 5 |
ECM
5
Estabrook Capital Management
New York
| $66.6K | – | – | – |
|
| 6 |
SIM
6
Sonora Investment Management
Tucson,
Arizona
| $50K | – | – | – |
|
| 7 |
IWA
7
Intercontinental Wealth Advisors
San Antonio,
Texas
| $25K | +$25.2K | +1,000 | New |
|
| 8 |
QAM
8
QCI Asset Management
Pittsford,
New York
| $8K | – | – | – |
|
| 9 |
FCMC
9
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| – | -$1.52M | -28,983 | Closed |
|