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Braver Wealth Management’s Capital One COF Stock Holding History

Braver Wealth Management’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
2015
Q3 		– Sell
-16,807
Closed -$1.48M – 79
2015
Q2 		$1.48M Buy
+16,807
New +$1.41M 0.36% 53

Other funds holding COF

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Braver Wealth Management's COF Position: Q3 2015 in Review

Braver Wealth Management sold out of Capital One (COF) in Q3 2015, closing a stake of 16,807 shares — an estimated $1.48M sold.

Braver Wealth Management first reported a position in COF in Q2 2015 and held it in 1 quarter. The position peaked at $1.48M in Q2 2015. 788 funds tracked by Wall St. Rank hold COF as of Q3 2015.

  • Braver Wealth Management reported no remaining Capital One position as of Q3 2015 after selling out during the quarter.
  • Braver Wealth Management sold 16,807 Capital One shares in Q3 2015, an estimated $1.48M.
  • Braver Wealth Management first reported a position in Capital One in Q2 2015 and held it in 1 quarter.
  • Braver Wealth Management's Capital One position peaked at $1.48M in Q2 2015.
  • 788 funds tracked by Wall St. Rank held Capital One as of Q3 2015.

Based on Braver Wealth Management's 13F filing for Q3 2015, filed 10 Nov 2015.