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Lake Point Wealth Management’s Capital One COF Stock Holding History

Lake Point Wealth Management’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
Q1 		– Sell
-129
Closed -$10K – 712
2018
Q4 		$10K Buy
+129
New +$11.2K ﹤0.01% 455

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Lake Point Wealth Management's COF Position: Q1 2019 in Review

Lake Point Wealth Management sold out of Capital One (COF) in Q1 2019, closing a stake of 129 shares — an estimated $10K sold.

Lake Point Wealth Management first reported a position in COF in Q4 2018 and held it in 1 quarter. The position peaked at $10K in Q4 2018. 903 funds tracked by Wall St. Rank hold COF as of Q1 2019.

  • Lake Point Wealth Management reported no remaining Capital One position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 129 Capital One shares in Q1 2019, an estimated $10K.
  • Lake Point Wealth Management first reported a position in Capital One in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's Capital One position peaked at $10K in Q4 2018.
  • 903 funds tracked by Wall St. Rank held Capital One as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.