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Doyle Wealth Management’s Cheesecake Factory CAKE Stock Holding History

Doyle Wealth Management’s Portfolio CAKE Stock Details CAKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-55
Closed -$2K – 265
2018
Q4 		$2K Buy
+55
New +$2.67K ﹤0.01% 788

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Kayne Anderson Rudnick Investment Management
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Wellington Management Group
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Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Doyle Wealth Management's CAKE Position: Q1 2019 in Review

Doyle Wealth Management sold out of Cheesecake Factory (CAKE) in Q1 2019, closing a stake of 55 shares — an estimated $2K sold.

Doyle Wealth Management first reported a position in CAKE in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 297 funds tracked by Wall St. Rank hold CAKE as of Q1 2019.

  • Doyle Wealth Management reported no remaining Cheesecake Factory position as of Q1 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 55 Cheesecake Factory shares in Q1 2019, an estimated $2K.
  • Doyle Wealth Management first reported a position in Cheesecake Factory in Q4 2018 and held it in 1 quarter.
  • Doyle Wealth Management's Cheesecake Factory position peaked at $2K in Q4 2018.
  • 297 funds tracked by Wall St. Rank held Cheesecake Factory as of Q1 2019.

Based on Doyle Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.