NEW YORK LIFE TRUST CO: WFC position timeline

NEW YORK LIFE TRUST CO held 289 WFC shares at 2017-03-31 per its 13F-HR filed 2017-05-12.

the latest 13F is the newest step

1. period ended2017-03-31

   13F 289 shares

   Change vs previous 13F -2,875 shares

   0.78% of the 13F portfolio, value $16,000.

   13F-HR 0001033244-17-000002 filed by NEW YORK LIFE TRUST CO
   Filed 2017-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 19:09:43 UTC

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

2. period ended2016-12-31

   13F 3,164 shares

   Change vs previous 13F +190 shares

   0.83% of the 13F portfolio, value $174,000.

   13F-HR 0001033244-17-000001 filed by NEW YORK LIFE TRUST CO
   Filed 2017-02-15 (acceptance time not in the bulk data set), ingested 2026-10-07 19:10:24 UTC

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

3. period ended2016-09-30

   13F 2,974 shares

   Change vs previous 13F -225 shares

   0.65% of the 13F portfolio, value $132,000.

   13F-HR 0001033244-16-000008 filed by NEW YORK LIFE TRUST CO
   Filed 2016-11-08 (acceptance time not in the bulk data set), ingested 2026-10-07 19:11:14 UTC

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

4. period ended2016-06-30

   13F 3,199 shares

   Change vs previous 13F -607 shares

   0.73% of the 13F portfolio, value $151,000.

   13F-HR 0001033244-16-000007 filed by NEW YORK LIFE TRUST CO
   Filed 2016-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 19:12:22 UTC

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

5. period ended2016-03-31

   13F 3,806 shares

   Change vs previous 13F -282 shares

   0.8% of the 13F portfolio, value $184,000.

   13F-HR 0001033244-16-000006 filed by NEW YORK LIFE TRUST CO
   Filed 2016-05-16 (acceptance time not in the bulk data set), ingested 2026-10-07 19:13:19 UTC

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

6. period ended2015-12-31

   13F 4,088 shares

   Change vs previous 13F -890 shares

   0.95% of the 13F portfolio, value $222,000.

   13F-HR 0001033244-16-000005 filed by NEW YORK LIFE TRUST CO
   Filed 2016-02-16 (acceptance time not in the bulk data set), ingested 2026-10-07 19:14:07 UTC

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

7. period ended2015-09-30

   13F 4,978 shares

   Change vs previous 13F -440 shares

   1.14% of the 13F portfolio, value $256,000.

   13F-HR 0001033244-15-000004 filed by NEW YORK LIFE TRUST CO
   Filed 2015-11-16 (acceptance time not in the bulk data set), ingested 2026-10-07 19:14:40 UTC

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

8. period ended2015-06-30

   13F 5,418 shares

   Change vs previous 13F not available

   1.27% of the 13F portfolio, value $305,000.

   13F-HR 0001033244-15-000003 filed by NEW YORK LIFE TRUST CO
   Filed 2015-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 19:15:25 UTC

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