WELLS FARGO CO NEW's ticker is WFCPRL and the CUSIP is 949746804. A total of 184 filers reported holding WELLS FARGO CO NEW in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $2,266,000 | +12.6% | 1,500 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $2,013,000 | +2.0% | 1,500 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $1,973,000 | +2.9% | 1,500 | 0.0% | 0.02% | -5.9% |
| Q1 2020 | $1,918,000 | -11.9% | 1,500 | 0.0% | 0.02% | +21.4% |
| Q4 2019 | $2,176,000 | -3.3% | 1,500 | 0.0% | 0.01% | -6.7% |
| Q3 2019 | $2,250,000 | +9.4% | 1,500 | 0.0% | 0.02% | +15.4% |
| Q2 2019 | $2,057,000 | +5.6% | 1,500 | 0.0% | 0.01% | +8.3% |
| Q1 2019 | $1,947,000 | -25.9% | 1,500 | -28.0% | 0.01% | -33.3% |
| Q4 2018 | $2,629,000 | -1.7% | 2,083 | 0.0% | 0.02% | +20.0% |
| Q3 2018 | $2,675,000 | -39.2% | 2,083 | -40.5% | 0.02% | -42.3% |
| Q2 2018 | $4,400,000 | -2.4% | 3,500 | 0.0% | 0.03% | -3.7% |
| Q1 2018 | $4,508,000 | -1.6% | 3,500 | 0.0% | 0.03% | +3.8% |
| Q4 2017 | $4,581,000 | +39.3% | 3,500 | +40.0% | 0.03% | +36.8% |
| Q3 2017 | $3,288,000 | +0.3% | 2,500 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $3,278,000 | +5.7% | 2,500 | 0.0% | 0.02% | +5.6% |
| Q1 2017 | $3,100,000 | +4.2% | 2,500 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $2,975,000 | -9.1% | 2,500 | 0.0% | 0.02% | -5.3% |
| Q3 2016 | $3,272,000 | +25.9% | 2,500 | +25.0% | 0.02% | +26.7% |
| Q2 2016 | $2,598,000 | +7.8% | 2,000 | 0.0% | 0.02% | 0.0% |
| Q1 2016 | $2,410,000 | +4.0% | 2,000 | 0.0% | 0.02% | +7.1% |
| Q4 2015 | $2,318,000 | – | 2,000 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| STONEBRIDGE ADVISORS LLC | 222,324 | $264,336,566 | 60.54% |
| Penn Mutual Asset Management | 6,000 | $7,133,820 | 15.16% |
| Spectrum Asset Management, Inc. | 3,545 | $4,214,899 | 14.92% |
| Ulland Investment Advisors, LLC | 10,532 | $12,522 | 8.70% |
| Western Asset Management Company, LLC | 9,930 | $11,806,472 | 7.26% |
| ADVENT CAPITAL MANAGEMENT /DE/ | 175,720 | $212,154,988 | 5.09% |
| PIER 88 INVESTMENT PARTNERS LLC | 18,152 | $21,582,183 | 4.84% |
| AEGON USA Investment Management, LLC | 4,472 | $5,285,904 | 4.21% |
| JRM Investment Counsel, LLC | 8,710 | $10,355,597 | 3.49% |
| NEW ENGLAND ASSET MANAGEMENT INC | 13,275 | $15,783,577 | 2.62% |