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Broadview Advisors’s Wolfspeed WOLF Stock Holding History

Broadview 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
2017
Q4 		– Sell
-35,325
Closed -$996K – 114
2017
Q3 		$996K Sell
35,325
-700
-2% -$17.4K 0.15% 86
2017
Q2 		$888K Buy
36,025
+2,150
+6% +$51.4K 0.13% 83
2017
Q1 		$905K Buy
33,875
+2,600
+8% +$70.7K 0.12% 89
2016
Q4 		$825K Buy
31,275
+2,950
+10% +$73.4K 0.11% 88
2016
Q3 		$729K Buy
28,325
+1,850
+7% +$47.8K 0.1% 89
2016
Q2 		$647K Buy
26,475
+600
+2% +$14.6K 0.1% 89
2016
Q1 		$753K Buy
25,875
+4,250
+20% +$122K 0.11% 84
2015
Q4 		$577K Buy
21,625
+3,500
+19% +$90.5K 0.08% 91
2015
Q3 		$439K Sell
18,125
-294,900
-94% -$7.54M 0.06% 85
2015
Q2 		$8.15M Buy
313,025
+23,375
+8% +$734K 0.86% 52
2015
Q1 		$10.3M Buy
+289,650
New +$10.5M 1.02% 47

Other funds holding WOLF

ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Broadview Advisors's WOLF Position: Q4 2017 in Review

Broadview Advisors sold out of Wolfspeed (WOLF) in Q4 2017, closing a stake of 35,325 shares — an estimated $996K sold.

Broadview Advisors first reported a position in WOLF in Q1 2015 and held it in 11 quarters. The position peaked at $10.3M in Q1 2015. 284 funds tracked by Wall St. Rank hold WOLF as of Q4 2017.

  • Broadview Advisors reported no remaining Wolfspeed position as of Q4 2017 after selling out during the quarter.
  • Broadview Advisors sold 35,325 Wolfspeed shares in Q4 2017, an estimated $996K.
  • Broadview Advisors first reported a position in Wolfspeed in Q1 2015 and held it in 11 quarters.
  • Broadview Advisors's Wolfspeed position peaked at $10.3M in Q1 2015.
  • 284 funds tracked by Wall St. Rank held Wolfspeed as of Q4 2017.

Based on Broadview Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.