CCM
CPSS icon

Coe Capital Management’s Consumer Portfolio Services CPSS Stock Holding History

Coe Capital Management’s Portfolio CPSS Stock Details CPSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-87,691
Closed -$548K – 211
2015
Q2 		$548K Buy
+87,691
New +$567K 0.2% 151
2015
Q1 		– Sell
-90,000
Closed -$662K – 215
2014
Q4 		$662K Buy
+90,000
New +$642K 0.21% 134

Other funds holding CPSS

SCC
Second Curve Capital Radnor, Pennsylvania $93.1M AUM 66.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $196M AUM 24.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FIG
Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return

Coe Capital Management's CPSS Position: Q3 2015 in Review

Coe Capital Management sold out of Consumer Portfolio Services (CPSS) in Q3 2015, closing a stake of 87,691 shares — an estimated $548K sold.

Coe Capital Management first reported a position in CPSS in Q4 2014 and held it in 2 quarters. The position peaked at $662K in Q4 2014. 66 funds tracked by Wall St. Rank hold CPSS as of Q3 2015.

  • Coe Capital Management reported no remaining Consumer Portfolio Services position as of Q3 2015 after selling out during the quarter.
  • Coe Capital Management sold 87,691 Consumer Portfolio Services shares in Q3 2015, an estimated $548K.
  • Coe Capital Management first reported a position in Consumer Portfolio Services in Q4 2014 and held it in 2 quarters.
  • Coe Capital Management's Consumer Portfolio Services position peaked at $662K in Q4 2014.
  • 66 funds tracked by Wall St. Rank held Consumer Portfolio Services as of Q3 2015.

Based on Coe Capital Management's 13F filing for Q3 2015, filed 12 Nov 2015.