West Oak Capital, LLC - WELLS FARGO CO NEW ownership

WELLS FARGO CO NEW's ticker is WFCPRL and the CUSIP is 949746804. A total of 124 filers reported holding WELLS FARGO CO NEW in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
West Oak Capital, LLC ownership history of WELLS FARGO CO NEW
ValueSharesWeighting
Q4 2017$2,620,000
-0.4%
20.0%0.00%0.0%
Q3 2017$2,630,000
+0.3%
20.0%0.00%0.0%
Q2 2017$2,622,000
+5.8%
20.0%0.00%0.0%
Q1 2017$2,478,000
+4.1%
20.0%0.00%0.0%
Q4 2016$2,380,000
-9.1%
20.0%0.00%0.0%
Q3 2016$2,619,000
+0.8%
20.0%0.00%0.0%
Q2 2016$2,598,000
+7.8%
20.0%0.00%0.0%
Q1 2016$2,410,000
+3.8%
20.0%0.00%0.0%
Q4 2015$2,322,000
-0.6%
20.0%0.00%0.0%
Q3 2015$2,336,000
-0.6%
20.0%0.00%0.0%
Q2 2015$2,350,000
-3.7%
20.0%0.00%0.0%
Q1 2015$2,440,000
+0.5%
20.0%0.00%0.0%
Q4 2014$2,429,000
+1.0%
20.0%0.00%0.0%
Q3 2014$2,405,000
-1.0%
20.0%0.00%0.0%
Q2 2014$2,429,000
+3.5%
20.0%0.00%0.0%
Q1 2014$2,346,000
+5.7%
20.0%0.00%0.0%
Q4 2013$2,220,000
-2.4%
20.0%0.00%0.0%
Q3 2013$2,275,000
-4.7%
20.0%0.00%0.0%
Q2 2013$2,388,00020.00%
Other shareholders
WELLS FARGO CO NEW shareholders Q4 2013
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