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Insider
Information: |
Wells Fargo Bank N A |
Relationship: |
10% Owner |
City: |
San Francisco |
State: |
CA |
|
|
Insider
Summary: |
|
|
|
Companies Owned : |
36 |
|
Direct
Shares |
12,203 |
|
Indirect Shares
|
17,989 |
|
|
Direct
Value |
$144,101 |
|
|
Indirect Value
|
$219,521 |
|
|
Total
Shares |
30,192 |
|
|
Total
Value |
$363,622 |
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|
|
|
|
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
Total
Filings :
|
0
|
0
|
Stock
price went up :
|
0
|
0
|
Stock
price went down : |
0
|
0
|
|
|
|
Gain/Loss Ratio : |
0.0
|
0.0
|
Percentage
Gain/Loss : |
0.0%
|
0.0%
|
|
|
|
|
|
|
Holdings
:
Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold |
|
Schmitt Industries Inc |
SMIT |
10% Owner |
|
0 |
2004-06-23 |
0 |
Premium* |
|
Nuveen Premium Income Municipal ... |
NPI |
10% Owner |
2016-09-12 |
0 |
|
0 |
Premium* |
|
Nuveen Michigan Quality Income M... |
NUM |
10% Owner |
2013-12-10 |
0 |
2021-02-08 |
0 |
Premium* |
|
Nuveen Insured Quality Municipal... |
NQI |
10% Owner |
2016-04-11 |
0 |
|
0 |
Premium* |
|
Nuveen Performance Plus Municipa... |
NPP |
10% Owner |
2016-09-12 |
0 |
|
0 |
Premium* |
|
Nuveen Ohio Quality Income Munic... |
NUO |
10% Owner |
2011-07-14 |
735 |
|
0 |
Premium* |
|
Nuveen Insured Dividend Advantag... |
NVG |
10% Owner |
2016-04-11 |
2,404 |
2019-11-18 |
3,174 |
Premium* |
|
Nuveen Dividend Advantage Munici... |
NZF |
10% Owner |
2014-04-11 |
0 |
|
0 |
Premium* |
|
Nuveen Insured New York Premium ... |
NNF |
10% Owner |
2013-03-11 |
0 |
|
0 |
Premium* |
|
Delaware Investments Florida Ins... |
VFL |
10% Owner |
2019-04-30 |
0 |
|
0 |
Premium* |
|
Blackrock California Municipal I... |
BFZ |
|
2012-03-22 |
1,713 |
2024-05-03 |
1,713 |
Premium* |
|
Blackrock New York Municipal Inc... |
BNY |
10% Owner |
2021-04-15 |
0 |
|
0 |
Premium* |
|
Blackrock New Jersey Municipal I... |
BNJ |
10% Owner |
2012-03-22 |
591 |
|
0 |
Premium* |
|
Blackrock Muniholdings Californi... |
MUC |
|
2012-03-22 |
2,540 |
2024-05-03 |
5,264 |
Premium* |
|
Invesco Van Kampen Tr For |
VTJ |
10% Owner |
2012-10-15 |
0 |
|
0 |
Premium* |
|
Invesco V Kampen Ohio Qual |
VOQ |
10% Owner |
2012-10-15 |
0 |
|
0 |
Premium* |
|
Invesco Van Kampen Ma Valu |
VMV |
10% Owner |
2012-10-15 |
0 |
|
0 |
Premium* |
|
Invesco Quality Muni Inves |
IQT |
10% Owner |
2012-10-15 |
0 |
|
0 |
Premium* |
|
Invesco Van Kampen Muni Tr |
VKQ |
10% Owner |
2020-10-08 |
0 |
|
0 |
Premium* |
|
Invesco Quality Muni Inc T |
IQI |
10% Owner |
2020-10-19 |
0 |
|
0 |
Premium* |
|
Blackrock Municipal Target Term ... |
BTT |
|
2013-02-20 |
150 |
2024-05-03 |
150 |
Premium* |
|
Wells Fargo Adv Util High |
ERH |
see remarks below |
2013-02-08 |
0 |
2013-02-08 |
0 |
Premium* |
|
Wells Fargo Adv Global Div |
EOD |
see remarks below |
2013-02-08 |
0 |
2013-02-08 |
0 |
Premium* |
|
Wells Fargo Adv Multisector |
ERC |
see remarks below |
2013-02-08 |
0 |
2013-02-08 |
0 |
Premium* |
|
Nuveen Insured New York Tax Free... |
NRK |
10% Owner |
2014-04-11 |
0 |
|
0 |
Premium* |
|
Nuveen Insured Tax Free Advantag... |
NEA |
10% Owner |
2016-09-12 |
0 |
2020-09-30 |
3,350 |
Premium* |
|
Nuveen Dividend Advantage Munici... |
NAD |
|
2016-09-12 |
4,070 |
2024-05-03 |
4,338 |
Premium* |
|
Delaware Inv Colorado Insured Mu... |
VCF |
10% Owner |
2019-04-30 |
0 |
2019-04-30 |
0 |
Premium* |
|
Delaware Investments Minnesota M... |
VMM |
10% Owner |
2019-04-30 |
0 |
2019-04-30 |
0 |
Premium* |
|
Blackrock Muniyield Arizona Fund... |
MZA |
10% Owner |
|
0 |
2021-04-19 |
0 |
Premium* |
|
Blackrock Munienhanced Fund Inc |
MEN |
10% Owner |
|
0 |
2021-04-19 |
0 |
Premium* |
|
Blackrock Muniyield New Jersey F... |
MYJ |
10% Owner |
|
0 |
2022-04-11 |
0 |
Premium* |
|
Blackrock Muniyield Quality Fund... |
MQY |
|
|
0 |
2024-06-05 |
0 |
Premium* |
|
BlackRock Massachusetts Tax-Exem... |
MHE |
10% Owner |
2021-04-19 |
0 |
2021-04-19 |
0 |
Premium* |
|
Blackrock Muniyield California I... |
MCA |
10% Owner |
|
0 |
2022-04-11 |
0 |
Premium* |
|
Blackrock Muniyield California F... |
MYC |
10% Owner |
|
0 |
2022-04-11 |
0 |
Premium* |
|
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Records found :
5242 |
Free Registration Required For Full Results. Limit: 25
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Download |
Page 2 of 210
|
Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
3m +/- |
|
|
Form |
ACMT |
ACMAT Corp. |
Seed Capital Provider |
|
2013-02-08 |
144 |
NP |
$0.00 |
$58,900 |
/ |
5,000 |
0 |
|
- |
|
GEN.WSB |
Mirant Corp (New) |
Seed Capital Provider |
|
2013-02-08 |
144 |
NP |
$0.00 |
$58,900 |
/ |
5,000 |
0 |
|
- |
|
PWV |
Invesco Dynamic Large Cap... |
Seed Capital Provider |
|
2013-02-08 |
144 |
NP |
$0.00 |
$58,900 |
/ |
5,000 |
0 |
|
- |
|
PXSV |
Invesco Russell 2000 Pure... |
Seed Capital Provider |
|
2013-02-08 |
144 |
NP |
$0.00 |
$58,900 |
/ |
5,000 |
0 |
|
- |
|
ACDSF |
Ascendas Real Estate Inve... |
Seed Capital Provider |
|
2013-02-08 |
144 |
NP |
$0.00 |
$58,900 |
/ |
5,000 |
0 |
|
- |
|
CPNFD |
Euro Sun Mining Inc |
Seed Capital Provider |
|
2013-02-08 |
144 |
NP |
$0.00 |
$58,900 |
/ |
5,000 |
0 |
|
- |
|
DICCF |
Dainippon Ink & Chemicals... |
Seed Capital Provider |
|
2013-02-08 |
144 |
NP |
$0.00 |
$58,900 |
/ |
5,000 |
0 |
|
- |
|
FUJHY |
Subaru Corporation - ADR |
Seed Capital Provider |
|
2013-02-08 |
144 |
NP |
$0.00 |
$58,900 |
/ |
5,000 |
0 |
|
- |
|
GGCRF |
Silvermex Resources Inc |
Seed Capital Provider |
|
2013-02-08 |
144 |
NP |
$0.00 |
$58,900 |
/ |
5,000 |
0 |
|
- |
|
HNHPF |
Hon Hai Precision Industr... |
Seed Capital Provider |
|
2013-02-08 |
144 |
NP |
$0.00 |
$58,900 |
/ |
5,000 |
0 |
|
- |
|
ITMSF |
Intermap Technologies Cor... |
Seed Capital Provider |
|
2013-02-08 |
144 |
NP |
$0.00 |
$58,900 |
/ |
5,000 |
0 |
|
- |
|
KAOOY |
Kao Corp |
Seed Capital Provider |
|
2013-02-08 |
144 |
NP |
$0.00 |
$58,900 |
/ |
5,000 |
0 |
|
- |
|
MPGPF |
Michael Page Internationa... |
Seed Capital Provider |
|
2013-02-08 |
144 |
NP |
$0.00 |
$58,900 |
/ |
5,000 |
0 |
|
- |
|
MTRJF |
MTR Corp Ltd |
Seed Capital Provider |
|
2013-02-08 |
144 |
NP |
$0.00 |
$58,900 |
/ |
5,000 |
0 |
|
- |
|
MTRJY |
MTR Corp Ltd |
Seed Capital Provider |
|
2013-02-08 |
144 |
NP |
$0.00 |
$58,900 |
/ |
5,000 |
0 |
|
- |
|
PUGOY |
Peugeot S.A. (France) |
Seed Capital Provider |
|
2013-02-08 |
144 |
NP |
$0.00 |
$58,900 |
/ |
5,000 |
0 |
|
- |
|
SANG |
Sangoma Technologies Corp... |
Seed Capital Provider |
|
2013-02-08 |
144 |
NP |
$0.00 |
$58,900 |
/ |
5,000 |
0 |
|
- |
|
SUNTF |
SunCorp Technologies Ltd |
Seed Capital Provider |
|
2013-02-08 |
144 |
NP |
$0.00 |
$58,900 |
/ |
5,000 |
0 |
|
- |
|
TCTZF |
Tencent Holdings Ltd. |
Seed Capital Provider |
|
2013-02-08 |
144 |
NP |
$0.00 |
$58,900 |
/ |
5,000 |
0 |
|
- |
|
UNLVF |
Unilever N.V. |
Seed Capital Provider |
|
2013-02-08 |
144 |
NP |
$0.00 |
$58,900 |
/ |
5,000 |
0 |
|
- |
|
PFM |
Invesco Dividend Achiever... |
Seed Capital Provider |
|
2013-02-08 |
144 |
NP |
$0.00 |
$58,900 |
/ |
5,000 |
0 |
|
- |
|
PJP |
Invesco Dynamic Pharmaceu... |
Seed Capital Provider |
|
2013-02-08 |
144 |
NP |
$0.00 |
$58,900 |
/ |
5,000 |
0 |
|
- |
|
DBA |
Invesco DB Agriculture |
Seed Capital Provider |
|
2013-02-08 |
144 |
NP |
$0.00 |
$58,900 |
/ |
5,000 |
0 |
|
- |
|
DBB |
Invesco DB Base Metals |
Seed Capital Provider |
|
2013-02-08 |
144 |
NP |
$0.00 |
$58,900 |
/ |
5,000 |
0 |
|
- |
|
GENE |
Genetic Technologies Ltd. |
Seed Capital Provider |
|
2013-02-08 |
144 |
NP |
$0.00 |
$58,900 |
/ |
5,000 |
0 |
|
- |
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5242 Records found
|
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Page 2 of 210 |
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Free Registration Required For Full Results. Limit: 25
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Transaction Code Key: |
Ownership Code Key |
|
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
|
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
|
OE |
- Options Exercised |
A |
- Aquired |
|
IO |
- Initital Ownership |
D |
- Disposed |
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