Berman Capital Advisors’s Capitol Federal Financial CFFN Stock Holding History

Berman Capital Advisors’s Portfolio CFFN Stock Details CFFN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$1K	Hold	110	–	–	﹤0.01%	1829
2021 Q2	$1K	Sell	110 -35	-24%	-$449	﹤0.01%	1706
2021 Q1	$1K	Sell	145 -1	-0.7%	-$13	﹤0.01%	1613
2020 Q4	$1K	Hold	146	–	–	﹤0.01%	1511
2020 Q3	$1K	Buy	+146	New	+$1.42K	﹤0.01%	1425
2020 Q2	–	Sell	-387	Closed	-$4K	–	1632
2020 Q1	$4K	Sell	387 -475	-55%	-$6.09K	﹤0.01%	929
2019 Q4	$11K	Buy	862 +14	+2%	+$197	﹤0.01%	695
2019 Q3	$11K	Buy	848 +461	+119%	+$6.28K	﹤0.01%	677
2019 Q2	$5K	Hold	387	–	–	﹤0.01%	939
2019 Q1	$5K	Hold	387	–	–	﹤0.01%	853
2018 Q4	$4K	Buy	+387	New	+$4.97K	﹤0.01%	726

Other funds holding CFFN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Berman Capital Advisors's CFFN Position: Q3 2021 in Review

Berman Capital Advisors held its Capitol Federal Financial (CFFN) position steady in Q3 2021 at 110 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1829.

Berman Capital Advisors first reported a position in CFFN in Q4 2018 and has held it in 11 quarters since. The position peaked at $11K in Q4 2019. 172 funds tracked by Wall St. Rank hold CFFN as of Q3 2021.

Berman Capital Advisors held 110 shares of Capitol Federal Financial worth $1K as of Q3 2021.
Berman Capital Advisors left its Capitol Federal Financial share count unchanged in Q3 2021.
Capitol Federal Financial made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1829 holding.
Berman Capital Advisors first reported a position in Capitol Federal Financial in Q4 2018 and has held it in 11 quarters since.
Berman Capital Advisors's Capitol Federal Financial position peaked at $11K in Q4 2019.
172 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.