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Keel Point Advisors’s Capital One COF Stock Holding History

Keel Point 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
2014
Q4 		$442K Buy
+5,355
New +$436K 0.36% 32

Other funds holding COF

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Keel Point Advisors's COF Position: Q4 2014 in Review

Keel Point Advisors opened a new position in Capital One (COF) in Q4 2014: 5,355 shares worth $442K. The stake represents 0.36% of the portfolio and ranks #32 among its holdings.

832 funds tracked by Wall St. Rank hold COF as of Q4 2014.

  • Keel Point Advisors held 5,355 shares of Capital One worth $442K as of Q4 2014.
  • Capital One was a new Keel Point Advisors position in Q4 2014.
  • Capital One made up 0.36% of Keel Point Advisors's portfolio in Q4 2014, its #32 holding.
  • 832 funds tracked by Wall St. Rank held Capital One as of Q4 2014.

Based on Keel Point Advisors's 13F filing for Q4 2014, filed 6 Feb 2015.