Wells Fargo & Co

CUSIP: 94986RQH7 | 23 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q1 2018

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Wells Fargo & Company237,000

0.0% of portfolio$236

D.A. Davidson & Co.120,000

0.0% of portfolio$118

GV Capital Management40,000

0.0% of portfolio$39

Wellesley Asset Management39,142

2.0% of portfolio$38.7K

Creative Planning27,000

0.0% of portfolio$27

0.0% of portfolio$24

Commonwealth Equity Services, LLC14,000

0.0% of portfolio$13

Verdence Capital Advisors LLC11,000

0.0% of portfolio$11

Bank of America Corp9,000

0.0% of portfolio$9

Advisor Group, Inc.27

0.0% of portfolio$27

				Style	Turnover	Location	Filed
Wells Fargo & Company	237,000	$236	0.0%	Core	Low	San Francisco, CA	2018-05-02
D.A. Davidson & Co.	120,000	$118	0.0%	Core	Low	Great Falls, MT	2018-05-04
GV Capital Management	40,000	$39	0.0%	N/A	N/A	Atlanta, GA	2018-05-15
Wellesley Asset Management	39,142	$38.7K	2.0%	N/A	N/A	Portsmouth, NH	2018-05-11
Creative Planning	27,000	$27	0.0%	Index	Very Low	Overland Park, KS	2018-04-18
FMR LLC	24,000	$24	0.0%	Growth	Medium	Boston, MA	2018-05-14
Commonwealth Equity Services, LLC	14,000	$13	0.0%	ETF	Low	Waltham, MA	2018-05-14
Verdence Capital Advisors LLC	11,000	$11	0.0%	Core	Medium	Hunt Valley, MD	2020-01-30
Bank of America Corp	9,000	$9	0.0%	Core	Low	Charlotte, NC	2018-05-15
Advisor Group, Inc.	27	$27	0.0%	N/A	N/A	Phoenix, AZ	2018-05-15