KCS Wealth Advisory’s Capital One COF Stock Holding History

KCS Wealth Advisory’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
2019 Q4	–	Sell	-490	Closed	-$44.6K	–	194
2019 Q3	$44.6K	Buy	+490	New	+$44.1K	0.03%	249

Other funds holding COF

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

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

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

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

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

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

DSA

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

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

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

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

KCS Wealth Advisory's COF Position: Q4 2019 in Review

KCS Wealth Advisory sold out of Capital One (COF) in Q4 2019, closing a stake of 490 shares — an estimated $44.6K sold.

KCS Wealth Advisory first reported a position in COF in Q3 2019 and held it in 1 quarter. The position peaked at $44.6K in Q3 2019. 965 funds tracked by Wall St. Rank hold COF as of Q4 2019.

KCS Wealth Advisory reported no remaining Capital One position as of Q4 2019 after selling out during the quarter.
KCS Wealth Advisory sold 490 Capital One shares in Q4 2019, an estimated $44.6K.
KCS Wealth Advisory first reported a position in Capital One in Q3 2019 and held it in 1 quarter.
KCS Wealth Advisory's Capital One position peaked at $44.6K in Q3 2019.
965 funds tracked by Wall St. Rank held Capital One as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.