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Capital Planning Advisors’s Nokia NOK Stock Holding History

Capital Planning Advisors’s Portfolio NOK Stock Details NOK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-14,500
Closed -$73K – 138
2019
Q3 		$73K Hold
14,500
– – 0.02% 129
2019
Q2 		$73K Buy
14,500
+2,000
+16% +$10.5K 0.02% 116
2019
Q1 		$72K Buy
+12,500
New +$76.5K 0.02% 118

Other funds holding NOK

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.31B AUM 18.17% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CGM
Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Capital Planning Advisors's NOK Position: Q4 2019 in Review

Capital Planning Advisors sold out of Nokia (NOK) in Q4 2019, closing a stake of 14,500 shares — an estimated $73K sold.

Capital Planning Advisors first reported a position in NOK in Q1 2019 and held it in 3 quarters. The position peaked at $73K in Q3 2019. 395 funds tracked by Wall St. Rank hold NOK as of Q4 2019.

  • Capital Planning Advisors reported no remaining Nokia position as of Q4 2019 after selling out during the quarter.
  • Capital Planning Advisors sold 14,500 Nokia shares in Q4 2019, an estimated $73K.
  • Capital Planning Advisors first reported a position in Nokia in Q1 2019 and held it in 3 quarters.
  • Capital Planning Advisors's Nokia position peaked at $73K in Q3 2019.
  • 395 funds tracked by Wall St. Rank held Nokia as of Q4 2019.

Based on Capital Planning Advisors's 13F filing for Q4 2019, filed 3 Feb 2020.