FCI
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Financial Counselors Inc’s Capital One COF Stock Holding History

Financial Counselors Inc’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
2020
Q3 		– Sell
-3,966
Closed -$248K – 507
2020
Q2 		$248K Buy
+3,966
New +$247K 0.01% 447

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Fidelity Investments
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
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DSA
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Financial Counselors Inc's COF Position: Q3 2020 in Review

Financial Counselors Inc sold out of Capital One (COF) in Q3 2020, closing a stake of 3,966 shares — an estimated $248K sold.

Financial Counselors Inc first reported a position in COF in Q2 2020 and held it in 1 quarter. The position peaked at $248K in Q2 2020. 817 funds tracked by Wall St. Rank hold COF as of Q3 2020.

  • Financial Counselors Inc reported no remaining Capital One position as of Q3 2020 after selling out during the quarter.
  • Financial Counselors Inc sold 3,966 Capital One shares in Q3 2020, an estimated $248K.
  • Financial Counselors Inc first reported a position in Capital One in Q2 2020 and held it in 1 quarter.
  • Financial Counselors Inc's Capital One position peaked at $248K in Q2 2020.
  • 817 funds tracked by Wall St. Rank held Capital One as of Q3 2020.

Based on Financial Counselors Inc's 13F filing for Q3 2020, filed 16 Nov 2020.