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Wells Fargo & Co New
Wells Fargo & Co New. Institutional holdings reported to the SEC.

Institutional Holders (2016Q4)
Portfolio Summary: 9 Institutional holders with a total value of $6,274,472.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 SONORA INVESTMENT MANAGEMENT, LLC 48,320 1,309,472 20.87%
2 PARAMETRIC PORTFOLIO ASSOCIATES LLC 46,271 1,254,000 19.99%
3 EVERETT HARRIS & CO /CA/ 45,250 1,226,000 19.54%
4 FBL INVESTMENT MANAGEMENT SERVICES INC/IA 40,000 1,084,000 17.28%
5 Mengis Capital Management, Inc. 26,800 726,000 11.57%
6 COBIZ WEALTH, LLC 20,000 542,000 8.64%
7 INTELLECTUS PARTNERS, LLC 2,340 63,000 1.00%
8 TRUST CO OF VERMONT 1,377 37,000 0.59%
9 GLENMEDE TRUST CO NA 1,250 33,000 0.53%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.