Heritage Wealth Advisors’s CAPITAL ONE FINANCIAL CORPORATION SERIES D COF.PRD.CL Stock Holding History

Heritage Wealth Advisors’s Portfolio COF.PRD.CL Stock Details COF.PRD.CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-500	Closed	-$12K	–	467
2018 Q4	$12K	Hold	500	–	–	﹤0.01%	300
2018 Q3	$13K	Buy	+500	New	+$13.2K	﹤0.01%	288

Other funds holding COF.PRD.CL

WCG

Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

SIM

Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

Heritage Wealth Advisors's COF.PRD.CL Position: Q1 2019 in Review

Heritage Wealth Advisors sold out of CAPITAL ONE FINANCIAL CORPORATION SERIES D (COF.PRD.CL) in Q1 2019, closing a stake of 500 shares — an estimated $12K sold.

Heritage Wealth Advisors first reported a position in COF.PRD.CL in Q3 2018 and held it in 2 quarters. The position peaked at $13K in Q3 2018. 2 funds tracked by Wall St. Rank hold COF.PRD.CL as of Q1 2019.

Heritage Wealth Advisors reported no remaining CAPITAL ONE FINANCIAL CORPORATION SERIES D position as of Q1 2019 after selling out during the quarter.
Heritage Wealth Advisors sold 500 CAPITAL ONE FINANCIAL CORPORATION SERIES D shares in Q1 2019, an estimated $12K.
Heritage Wealth Advisors first reported a position in CAPITAL ONE FINANCIAL CORPORATION SERIES D in Q3 2018 and held it in 2 quarters.
Heritage Wealth Advisors's CAPITAL ONE FINANCIAL CORPORATION SERIES D position peaked at $13K in Q3 2018.
2 funds tracked by Wall St. Rank held CAPITAL ONE FINANCIAL CORPORATION SERIES D as of Q1 2019.

Based on Heritage Wealth Advisors's 13F filing for Q1 2019, filed 6 May 2019.