Wells Trecaso Financial Group, LLC

Q2 2020 13F Detailed Holdings

Location
Akron, OH
Holdings as of
6/30/2020
Value ($000)
$144,997
Num holdings
100
Date filed
7/21/2020
Form type
13F-HR
Prev filing
4/17/2020
Next filing
10/26/2020
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Clearbridge Investments, LLC 028-11611
2 JENNISON ASSOCIATES LLC 028-00074
3 LOOMIS SAYLES & CO L P 028-00398
4 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 028-05792
5 CAMBIAR INVESTORS LLC 028-01398