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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 |
FCMC
1
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| $15.5M | +$696K | +27,241 | +9% |
|
| 2 |
MCM
2
Maryland Capital Management
Towson,
Maryland
| $2.78M | -$42.8K | -1,675 | -2% |
|
| 3 |
FBB
3
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $1.64M | -$4.85K | -190 | -0.3% |
|
| 4 |
WFMPM
4
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| $607K | +$2.04K | +80 | +0.3% |
|
| 5 |
WSFS
5
Wilmington Savings Fund Society
Wilmington,
Delaware
| $336K | – | – | – |
|
| 6 |
ECM
6
Estabrook Capital Management
New York
| $67.8K | – | – | – |
|
| 7 |
SIM
7
Sonora Investment Management
Tucson,
Arizona
| $51K | – | – | – |
|
| 8 |
IWA
8
Intercontinental Wealth Advisors
San Antonio,
Texas
| $26K | – | – | – |
|
| 9 |
QAM
9
QCI Asset Management
Pittsford,
New York
| $7K | – | – | – |
|
| 10 |
GT
10
Glenmede Trust
Philadelphia,
Pennsylvania
| $6K | – | – | – |
|
| 11 |
WCG
11
Weaver Consulting Group
Huntington Beach,
California
| – | -$500K | -19,669 | Closed |
|
| 12 |
CG
12
Colony Group
Boston,
Massachusetts
| – | -$212K | -8,272 | Closed |
|