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Avantax Planning Partners’s Capital One COF Stock Holding History

Avantax Planning Partners’s Portfolio COF Stock Details COF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-923
Closed -$88K – 455
2018
Q3 		$88K Buy
+923
New +$89.8K 0.01% 376
2018
Q2 		– Sell
-803
Closed -$77K – 472
2018
Q1 		$77K Buy
+803
New +$79.9K 0.01% 448

Other funds holding COF

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Avantax Planning Partners's COF Position: Q4 2018 in Review

Avantax Planning Partners sold out of Capital One (COF) in Q4 2018, closing a stake of 923 shares — an estimated $88K sold.

Avantax Planning Partners first reported a position in COF in Q1 2018 and held it in 2 quarters. The position peaked at $88K in Q3 2018. 924 funds tracked by Wall St. Rank hold COF as of Q4 2018.

  • Avantax Planning Partners reported no remaining Capital One position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 923 Capital One shares in Q4 2018, an estimated $88K.
  • Avantax Planning Partners first reported a position in Capital One in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Capital One position peaked at $88K in Q3 2018.
  • 924 funds tracked by Wall St. Rank held Capital One as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.