Gould Asset Management’s Capital One COF Stock Holding History

Gould Asset Management’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
2017 Q4	–	Sell	-2,400	Closed	-$203K	–	139
2017 Q3	$203K	Buy	+2,400	New	+$198K	0.09%	128

Other funds holding COF

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Gould Asset Management's COF Position: Q4 2017 in Review

Gould Asset Management sold out of Capital One (COF) in Q4 2017, closing a stake of 2,400 shares — an estimated $203K sold.

Gould Asset Management first reported a position in COF in Q3 2017 and held it in 1 quarter. The position peaked at $203K in Q3 2017. 880 funds tracked by Wall St. Rank hold COF as of Q4 2017.

Gould Asset Management reported no remaining Capital One position as of Q4 2017 after selling out during the quarter.
Gould Asset Management sold 2,400 Capital One shares in Q4 2017, an estimated $203K.
Gould Asset Management first reported a position in Capital One in Q3 2017 and held it in 1 quarter.
Gould Asset Management's Capital One position peaked at $203K in Q3 2017.
880 funds tracked by Wall St. Rank held Capital One as of Q4 2017.

Based on Gould Asset Management's 13F filing for Q4 2017, filed 9 Feb 2018.