Carroll Financial Associates, Inc. - WELLS FARGO UTILITIES AND HI ownership

WELLS FARGO UTILITIES AND HI's ticker is ERH and the CUSIP is 94987E109. A total of 23 filers reported holding WELLS FARGO UTILITIES AND HI in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Carroll Financial Associates, Inc. ownership history of WELLS FARGO UTILITIES AND HI
ValueSharesWeighting
Q3 2021$0
-100.0%
0
-100.0%
0.00%
Q1 2017$3,0000.0%3000.0%0.00%
Q4 2016$3,0000.0%3000.0%0.00%
Q3 2016$3,000
-25.0%
3000.0%0.00%
-100.0%
Q2 2016$4,000
+33.3%
3000.0%0.00%0.0%
Q1 2016$3,0000.0%3000.0%0.00%0.0%
Q4 2015$3,0000.0%3000.0%0.00%0.0%
Q3 2015$3,0000.0%3000.0%0.00%0.0%
Q2 2015$3,0003000.00%
Other shareholders
WELLS FARGO UTILITIES AND HI shareholders Q3 2021
NameSharesValueWeighting ↓
Bridge Advisory, LLC 121,922$1,567,0000.74%
PSI Advisors, LLC 16,231$208,0000.14%
DFPG INVESTMENTS, LLC 10,671$137,0000.06%
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 14,500$186,0000.01%
CITY HOLDING CO 4,117$53,0000.01%
Safeguard Investment Advisory Group, LLC 820$10,0000.01%
Addison Advisors LLC 738$9,0000.01%
Winslow, Evans & Crocker, Inc. 3,550$46,0000.01%
Cetera Advisors LLC 18,500$238,0000.01%
Cetera Advisor Networks LLC 22,111$284,0000.01%
View complete list of WELLS FARGO UTILITIES AND HI shareholders