Wells Fargo Advantage Utils shares owned by A. Montag and Associates
Quarter-by-quarter ownership of Wells Fargo Advantage Utils (ERH) shares owned by A. Montag and Associates
from 13F filings
Historical chart of A. Montag and Associates investment in Wells Fargo Advantage Utils
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Quarterly reported holdings in Wells Fargo Advantage Utils by A. Montag and Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $10k | 1.1k | 9.28 |
| 2023-09-30 | $9.9k | 1.1k | 8.81 |
| 2023-06-30 | $12k | 1.1k | 10.19 |
| 2023-03-31 | $12k | 1.1k | 10.73 |
| 2022-12-31 | $13k | 1.1k | 11.27 |
| 2022-09-30 | $12k | 1.1k | 10.68 |
| 2022-06-30 | $14k | 1.1k | 12.46 |
| 2022-03-31 | $16k | 1.1k | 14.23 |
| 2021-12-31 | $17k | 1.1k | 15.12 |
| 2021-09-30 | $15k | 1.1k | 13.35 |
| 2021-06-30 | $16k | 1.1k | 14.23 |
| 2021-03-31 | $15k | 1.1k | 13.35 |
| 2020-12-31 | $14k | 1.1k | 12.46 |
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