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GREYSTONE INVESTMENT MANAGEMENT LLC: WFC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GREYSTONE INVESTMENT MANAGEMENT LLC on WFC, newest first. How the timeline and the estimate are built.

GREYSTONE INVESTMENT MANAGEMENT LLC held 191,888 WFC shares at 2018-12-31 per its 13F-HR filed 2019-01-14.

the latest 13F is the newest step

  1. period ended2018-12-31
    13F 191,888 shares
    Change vs previous 13F -3,471 shares

    4.53% of the 13F portfolio, value $8,842,000.

    13F-HR 0001172661-19-000200 filed by GREYSTONE INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2018-09-30
    13F 195,359 shares
    Change vs previous 13F -485 shares

    4.43% of the 13F portfolio, value $10,268,000.

    13F-HR 0001172661-18-001872 filed by GREYSTONE INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2018-06-30
    13F 195,844 shares
    Change vs previous 13F +100 shares

    4.99% of the 13F portfolio, value $10,858,000.

    13F-HR 0001172661-18-001427 filed by GREYSTONE INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2018-03-31
    13F 195,744 shares
    Change vs previous 13F -1,405 shares

    4.77% of the 13F portfolio, value $10,259,000.

    13F-HR 0001172661-18-000946 filed by GREYSTONE INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2017-12-31
    13F 197,149 shares
    Change vs previous 13F -30 shares

    5.41% of the 13F portfolio, value $11,961,000.

    13F-HR 0001172661-18-000198 filed by GREYSTONE INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2017-09-30
    13F 197,179 shares
    Change vs previous 13F -510 shares

    5.23% of the 13F portfolio, value $10,874,000.

    13F-HR 0001172661-17-001855 filed by GREYSTONE INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2017-06-30
    13F 197,689 shares
    Change vs previous 13F -5,190 shares

    5.32% of the 13F portfolio, value $10,954,000.

    13F-HR 0001172661-17-001440 filed by GREYSTONE INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2017-03-31
    13F 202,879 shares
    Change vs previous 13F not available

    5.48% of the 13F portfolio, value $11,292,000.

    13F-HR 0001172661-17-000948 filed by GREYSTONE INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).