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Girard Securities’s Wolfspeed WOLF Stock Holding History

Girard Securities’s Portfolio WOLF Stock Details WOLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-20,719
Closed -$547K – 180
2016
Q4 		$547K Sell
20,719
-5,112
-20% -$127K 0.48% 61
2016
Q3 		$664K Sell
25,831
-1,118
-4% -$28.9K 0.68% 38
2016
Q2 		$660K Buy
26,949
+482
+2% +$11.7K 0.6% 46
2016
Q1 		$767K Sell
26,467
-1,422
-5% -$40.7K 0.76% 33
2015
Q4 		$744K Buy
+27,889
New +$721K 0.74% 33

Other funds holding WOLF

ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Girard Securities's WOLF Position: Q1 2017 in Review

Girard Securities sold out of Wolfspeed (WOLF) in Q1 2017, closing a stake of 20,719 shares — an estimated $547K sold.

Girard Securities first reported a position in WOLF in Q4 2015 and held it in 5 quarters. The position peaked at $767K in Q1 2016. 250 funds tracked by Wall St. Rank hold WOLF as of Q1 2017.

  • Girard Securities reported no remaining Wolfspeed position as of Q1 2017 after selling out during the quarter.
  • Girard Securities sold 20,719 Wolfspeed shares in Q1 2017, an estimated $547K.
  • Girard Securities first reported a position in Wolfspeed in Q4 2015 and held it in 5 quarters.
  • Girard Securities's Wolfspeed position peaked at $767K in Q1 2016.
  • 250 funds tracked by Wall St. Rank held Wolfspeed as of Q1 2017.

Based on Girard Securities's 13F filing for Q1 2017, filed 15 May 2017.