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Lehman Financial Resources’s Capital One COF Stock Holding History

Lehman Financial Resources’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
2015
Q4 		– Sell
-2,138
Closed -$155K – 117
2015
Q3 		$155K Hold
2,138
– – 0.08% 66
2015
Q2 		$188K Hold
2,138
– – 0.09% 58
2015
Q1 		$169K Buy
2,138
+250
+13% +$19.6K 0.08% 69
2014
Q4 		$156K Hold
1,888
– – 0.08% 72
2014
Q3 		$154K Hold
1,888
– – 0.08% 67
2014
Q2 		$156K Hold
1,888
– – 0.07% 67
2014
Q1 		$146K Hold
1,888
– – 0.08% 70
2013
Q4 		$145K Hold
1,888
– – 0.09% 65
2013
Q3 		$130K Hold
1,888
– – 0.08% 68
2013
Q2 		$119K Buy
+1,888
New +$111K 0.08% 62

Other funds holding COF

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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 $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Lehman Financial Resources's COF Position: Q4 2015 in Review

Lehman Financial Resources sold out of Capital One (COF) in Q4 2015, closing a stake of 2,138 shares — an estimated $155K sold.

Lehman Financial Resources first reported a position in COF in Q2 2013 and held it in 10 quarters. The position peaked at $188K in Q2 2015. 813 funds tracked by Wall St. Rank hold COF as of Q4 2015.

  • Lehman Financial Resources reported no remaining Capital One position as of Q4 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 2,138 Capital One shares in Q4 2015, an estimated $155K.
  • Lehman Financial Resources first reported a position in Capital One in Q2 2013 and held it in 10 quarters.
  • Lehman Financial Resources's Capital One position peaked at $188K in Q2 2015.
  • 813 funds tracked by Wall St. Rank held Capital One as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.