Clarfeld Financial Advisors’s Capital One COF Stock Holding History

Clarfeld Financial Advisors’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
2018 Q4	$15K	Buy	+196	New	+$17K	0.01%	181

Other funds holding COF

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clarfeld Financial Advisors's COF Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Capital One (COF) in Q4 2018: 196 shares worth $15K. The stake represents 0.01% of the portfolio and ranks #181 among its holdings.

924 funds tracked by Wall St. Rank hold COF as of Q4 2018.

Clarfeld Financial Advisors held 196 shares of Capital One worth $15K as of Q4 2018.
Capital One was a new Clarfeld Financial Advisors position in Q4 2018.
Capital One made up 0.01% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #181 holding.
924 funds tracked by Wall St. Rank held Capital One as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.