GWA
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Guidant Wealth Advisors’s Capital One COF Stock Holding History

Guidant Wealth Advisors’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
2018
Q4 		– Sell
-15
Closed -$1K – 245
2018
Q3 		$1K Hold
15
– – ﹤0.01% 192
2018
Q2 		$1K Buy
15
+5
+50% +$473 ﹤0.01% 197
2018
Q1 		$0 Buy
+10
New +$995 ﹤0.01% 223

Other funds holding COF

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Guidant Wealth Advisors's COF Position: Q4 2018 in Review

Guidant Wealth Advisors sold out of Capital One (COF) in Q4 2018, closing a stake of 15 shares — an estimated $1K sold.

Guidant Wealth Advisors first reported a position in COF in Q1 2018 and held it in 3 quarters. The position peaked at $1K in Q3 2018. 924 funds tracked by Wall St. Rank hold COF as of Q4 2018.

  • Guidant Wealth Advisors reported no remaining Capital One position as of Q4 2018 after selling out during the quarter.
  • Guidant Wealth Advisors sold 15 Capital One shares in Q4 2018, an estimated $1K.
  • Guidant Wealth Advisors first reported a position in Capital One in Q1 2018 and held it in 3 quarters.
  • Guidant Wealth Advisors's Capital One position peaked at $1K in Q3 2018.
  • 924 funds tracked by Wall St. Rank held Capital One as of Q4 2018.

Based on Guidant Wealth Advisors's 13F filing for Q4 2018, filed 18 Jan 2019.