Clarfeld Financial Advisors’s Costco COST Stock Holding History

Clarfeld Financial Advisors’s Portfolio COST Stock Details COST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$21K	Buy	+105	New	+$23.4K	0.02%	155

Other funds holding COST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Clarfeld Financial Advisors opened a new position in Costco (COST) in Q4 2018: 105 shares worth $21K. The stake represents 0.02% of the portfolio and ranks #155 among its holdings.

1,658 funds tracked by Wall St. Rank hold COST as of Q4 2018.

Clarfeld Financial Advisors held 105 shares of Costco worth $21K as of Q4 2018.
Costco was a new Clarfeld Financial Advisors position in Q4 2018.
Costco made up 0.02% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #155 holding.
1,658 funds tracked by Wall St. Rank held Costco as of Q4 2018.

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