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Wells Fargo B 5.25 Pfd

Q3 2020 vs Q4 2020

Comparing institutional holders between quarters

Quarters

Q4 2020Q3 2020Q2 2020Q1 2020Q4 2019
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Quest Investment Management LLC
UNCHANGED
Shares20,785 from 20,785
Change0 (0%)
Value$542 (+$14)
Filed 2021-02-11
Sonora Investment Management, LLC
UNCHANGED
Shares598 from 598
Change0 (0%)
Value$16 (+$1)
Filed 2021-01-13
Dividend Assets Capital, LLC
NEW
Shares566
Change+566
Value$15
Filed 2021-01-22
Cary Street Partners Investment Advisory LLC
CLOSED
Shares0 from 925
Change-925 (-100%)
Value$0 (-$23)
Filed 2021-02-12
Status
Quest Investment Management LLC
UNCHANGED20,78520,78500%$528$542+$142021-02-11
Sonora Investment Management, LLC
UNCHANGED59859800%$15$16+$12021-01-13
Dividend Assets Capital, LLC
NEW566—+566——$15—2021-01-22
Cary Street Partners Investment Advisory LLC
CLOSED0925-925-100%$23$0-$232021-02-12
Showing 4 of 4 institutions