JWCA
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J.W. Cole Advisors’s GrafTech EAF Stock Holding History

J.W. Cole Advisors’s Portfolio EAF Stock Details EAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,473
Closed -$56.4K – 825
2023
Q3 		$56.4K Buy
1,473
+415
+39% +$17.3K ﹤0.01% 720
2023
Q2 		$53.3K Buy
+1,058
New +$49.2K ﹤0.01% 742

Other funds holding EAF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

J.W. Cole Advisors's EAF Position: Q4 2023 in Review

J.W. Cole Advisors sold out of GrafTech (EAF) in Q4 2023, closing a stake of 1,473 shares — an estimated $56.4K sold.

J.W. Cole Advisors first reported a position in EAF in Q2 2023 and held it in 2 quarters. The position peaked at $56.4K in Q3 2023. 171 funds tracked by Wall St. Rank hold EAF as of Q4 2023.

  • J.W. Cole Advisors reported no remaining GrafTech position as of Q4 2023 after selling out during the quarter.
  • J.W. Cole Advisors sold 1,473 GrafTech shares in Q4 2023, an estimated $56.4K.
  • J.W. Cole Advisors first reported a position in GrafTech in Q2 2023 and held it in 2 quarters.
  • J.W. Cole Advisors's GrafTech position peaked at $56.4K in Q3 2023.
  • 171 funds tracked by Wall St. Rank held GrafTech as of Q4 2023.

Based on J.W. Cole Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.