Wells Fargo B 5.25 Pfd's ticker is WFCPRP and the CUSIP is 949746655.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $16,000 | +6.7% | 598 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $15,000 | 0.0% | 598 | 0.0% | 0.00% | -50.0% |
| Q2 2020 | $15,000 | +7.1% | 598 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $14,000 | -6.7% | 598 | 0.0% | 0.00% | +100.0% |
| Q4 2019 | $15,000 | 0.0% | 598 | 0.0% | 0.00% | -50.0% |
| Q3 2019 | $15,000 | +650.0% | 598 | +510.2% | 0.00% | – |
| Q2 2019 | $2,000 | 0.0% | 98 | 0.0% | 0.00% | – |
| Q1 2019 | $2,000 | 0.0% | 98 | 0.0% | 0.00% | – |
| Q4 2018 | $2,000 | – | 98 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| QUEST INVESTMENT MANAGEMENT LLC | 20,785 | $476,000 | 0.06% |
| ROOSEVELT INVESTMENT GROUP LLC | 18,235 | $417,000 | 0.04% |
| PNC FINANCIAL SERVICES GROUP, INC. | 525 | $12,000 | 0.00% |
| AMERIPRISE FINANCIAL INC | 20,358 | $466,000 | 0.00% |