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Independent Portfolio Consultants’s Wolfspeed WOLF Stock Holding History

Independent Portfolio Consultants’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
2014
Q4 		– Sell
-165
Closed -$7K – 884
2014
Q3 		$7K Sell
165
-220
-57% -$10.2K ﹤0.01% 778
2014
Q2 		$19K Buy
+385
New +$19.1K 0.01% 780

Other funds holding WOLF

ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Independent Portfolio Consultants's WOLF Position: Q4 2014 in Review

Independent Portfolio Consultants sold out of Wolfspeed (WOLF) in Q4 2014, closing a stake of 165 shares — an estimated $7K sold.

Independent Portfolio Consultants first reported a position in WOLF in Q2 2014 and held it in 2 quarters. The position peaked at $19K in Q2 2014. 329 funds tracked by Wall St. Rank hold WOLF as of Q4 2014.

  • Independent Portfolio Consultants reported no remaining Wolfspeed position as of Q4 2014 after selling out during the quarter.
  • Independent Portfolio Consultants sold 165 Wolfspeed shares in Q4 2014, an estimated $7K.
  • Independent Portfolio Consultants first reported a position in Wolfspeed in Q2 2014 and held it in 2 quarters.
  • Independent Portfolio Consultants's Wolfspeed position peaked at $19K in Q2 2014.
  • 329 funds tracked by Wall St. Rank held Wolfspeed as of Q4 2014.

Based on Independent Portfolio Consultants's 13F filing for Q4 2014, filed 17 Feb 2015.