MONTAG A & 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 21 filers reported holding WELLS FARGO UTILITIES AND HI in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
MONTAG A & ASSOCIATES INC ownership history of WELLS FARGO UTILITIES AND HI
ValueSharesWeighting
Q3 2023$9,902
-13.6%
1,1240.0%0.00%0.0%
Q2 2023$11,455
-5.1%
1,1240.0%0.00%0.0%
Q1 2023$12,065
-4.8%
1,1240.0%0.00%0.0%
Q4 2022$12,673
+5.6%
1,1240.0%0.00%0.0%
Q3 2022$12,000
-14.3%
1,1240.0%0.00%0.0%
Q2 2022$14,000
-12.5%
1,1240.0%0.00%0.0%
Q1 2022$16,000
-5.9%
1,1240.0%0.00%0.0%
Q4 2021$17,000
+13.3%
1,1240.0%0.00%0.0%
Q3 2021$15,000
-6.2%
1,1240.0%0.00%0.0%
Q2 2021$16,000
+6.7%
1,1240.0%0.00%0.0%
Q1 2021$15,000
+7.1%
1,1240.0%0.00%0.0%
Q4 2020$14,0001,1240.00%
Other shareholders
WELLS FARGO UTILITIES AND HI shareholders Q2 2021
NameSharesValueWeighting ↓
Bridge Advisory, LLC 202,888$2,842,0001.24%
PSI Advisors, LLC 9,158$128,0000.05%
CITY HOLDING CO 4,117$58,0000.01%
Cetera Advisors LLC 25,700$360,0000.01%
FNY Investment Advisers, LLC 400$5,0000.01%
Lee Financial Co 1,064$15,0000.00%
Selective Wealth Management, Inc. 475$7,0000.00%
Cetera Advisor Networks LLC 19,366$271,0000.00%
WOLVERINE ASSET MANAGEMENT LLC 15,827$221,0000.00%
Prospera Financial Services Inc 2,000$28,0000.00%
View complete list of WELLS FARGO UTILITIES AND HI shareholders