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Arete Wealth Advisors’s Wolfspeed WOLF Stock Holding History

Arete Wealth Advisors’s Portfolio WOLF Stock Details WOLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-19,590
Closed -$979K – 147
2014
Q2 		$979K Buy
19,590
+43
+0.2% +$2.14K 0.76% 30
2014
Q1 		$1.11M Buy
+19,547
New +$1.19M 1.03% 20

Other funds holding WOLF

ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Arete Wealth Advisors's WOLF Position: Q3 2014 in Review

Arete Wealth Advisors sold out of Wolfspeed (WOLF) in Q3 2014, closing a stake of 19,590 shares — an estimated $979K sold.

Arete Wealth Advisors first reported a position in WOLF in Q1 2014 and held it in 2 quarters. The position peaked at $1.11M in Q1 2014. 329 funds tracked by Wall St. Rank hold WOLF as of Q3 2014.

  • Arete Wealth Advisors reported no remaining Wolfspeed position as of Q3 2014 after selling out during the quarter.
  • Arete Wealth Advisors sold 19,590 Wolfspeed shares in Q3 2014, an estimated $979K.
  • Arete Wealth Advisors first reported a position in Wolfspeed in Q1 2014 and held it in 2 quarters.
  • Arete Wealth Advisors's Wolfspeed position peaked at $1.11M in Q1 2014.
  • 329 funds tracked by Wall St. Rank held Wolfspeed as of Q3 2014.

Based on Arete Wealth Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.