Windsor Financial Group, LLC - WELLS FARGO CO NEW ownership

WELLS FARGO CO NEW's ticker is WFCPRL and the CUSIP is 949746804. A total of 139 filers reported holding WELLS FARGO CO NEW in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Windsor Financial Group, LLC ownership history of WELLS FARGO CO NEW
ValueSharesWeighting
Q2 2017$302,000
+6.0%
2300.0%0.14%
+7.6%
Q1 2017$285,000
+4.0%
2300.0%0.13%
+0.8%
Q4 2016$274,000
-9.0%
2300.0%0.13%
-7.8%
Q3 2016$301,000
+0.7%
2300.0%0.14%
+3.7%
Q2 2016$299,000
+7.9%
2300.0%0.14%
+7.1%
Q1 2016$277,000
-48.1%
230
-50.0%
0.13%
-3.1%
Q4 2015$534,000
+98.5%
460
+100.0%
0.13%
+1.6%
Q3 2015$269,000
-0.4%
2300.0%0.13%
+11.2%
Q2 2015$270,000
-3.9%
2300.0%0.12%
-7.9%
Q1 2015$281,000
+0.7%
2300.0%0.13%
-5.3%
Q4 2014$279,000
+0.7%
2300.0%0.13%0.0%
Q3 2014$277,000
-0.7%
2300.0%0.13%
-2.2%
Q2 2014$279,000
+3.3%
2300.0%0.14%
-0.7%
Q1 2014$270,000
+5.9%
2300.0%0.14%
-2.8%
Q4 2013$255,000
-2.7%
2300.0%0.14%
-10.2%
Q3 2013$262,000
-4.7%
2300.0%0.16%
-9.8%
Q2 2013$275,0002300.17%
Other shareholders
WELLS FARGO CO NEW shareholders Q4 2015
NameSharesValueWeighting ↓
STONEBRIDGE ADVISORS LLC 181,740$202,640,10050.41%
Spectrum Asset Management, Inc. 42,292$47,155,58040.26%
AEGON USA Investment Management, LLC 8,000$8,956,0006.46%
Penn Mutual Asset Management 6,000$6,690,0006.27%
JRM Investment Counsel, LLC 10,587$11,804,5055.51%
ADVENT CAPITAL MANAGEMENT /DE/ 179,122$199,989,7134.65%
PIER 88 INVESTMENT PARTNERS LLC 13,792$15,378,0803.83%
Western Asset Management Company, LLC 5,865$6,539,4752.98%
RB Capital Management, LLC 8,114$9,046,9052.82%
Phraction Management LLC 5,350$5,968,8482.82%
View complete list of WELLS FARGO CO NEW shareholders