CapWealth Advisors’s Deere & Co DE Stock Holding History

CapWealth Advisors’s Portfolio DE Stock Details DE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-275	Closed	-$23K	–	137
2016 Q3	$23K	Hold	275	–	–	0.01%	177
2016 Q2	$22K	Sell	275 -24	-8%	-$1.97K	0.01%	180
2016 Q1	$23K	Sell	299 -700	-70%	-$54.8K	0.01%	183
2015 Q4	$76K	Hold	999	–	–	0.02%	108
2015 Q3	$74K	Sell	999 -836	-46%	-$73.6K	0.02%	109
2015 Q2	$178K	Buy	1,835 +1,775	+2,958%	+$161K	0.04%	79
2015 Q1	$5K	Buy	+60	New	+$5.32K	﹤0.01%	258
2014 Q4	–	Sell	-67,849	Closed	-$5.56M	–	134
2014 Q3	$5.56M	Buy	67,849 +1,454	+2%	+$124K	1.26%	35
2014 Q2	$6.01M	Buy	66,395 +4,170	+7%	+$383K	1.38%	32
2014 Q1	$5.65M	Buy	62,225 +920	+2%	+$80.5K	1.52%	31
2013 Q4	$5.6M	Sell	61,305 -5,970	-9%	-$505K	1.41%	29
2013 Q3	$5.48M	Buy	67,275 +1,935	+3%	+$161K	1.52%	29
2013 Q2	$5.31M	Buy	+65,340	New	+$5.65M	1.55%	26

Other funds holding DE

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

CapWealth Advisors's DE Position: Q4 2016 in Review

CapWealth Advisors sold out of Deere & Co (DE) in Q4 2016, closing a stake of 275 shares — an estimated $23K sold.

CapWealth Advisors first reported a position in DE in Q2 2013 and held it in 13 quarters. The position peaked at $6.01M in Q2 2014. 990 funds tracked by Wall St. Rank hold DE as of Q4 2016.

CapWealth Advisors reported no remaining Deere & Co position as of Q4 2016 after selling out during the quarter.
CapWealth Advisors sold 275 Deere & Co shares in Q4 2016, an estimated $23K.
CapWealth Advisors first reported a position in Deere & Co in Q2 2013 and held it in 13 quarters.
CapWealth Advisors's Deere & Co position peaked at $6.01M in Q2 2014.
990 funds tracked by Wall St. Rank held Deere & Co as of Q4 2016.

Based on CapWealth Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.