MBE Wealth Management’s Capital One COF Stock Holding History

MBE 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
2020 Q2	–	Sell	-9	Closed	–	–	136
2020 Q1	$0	Buy	+9	New	+$791	﹤0.01%	553

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

MBE Wealth Management's COF Position: Q2 2020 in Review

MBE Wealth Management sold out of Capital One (COF) in Q2 2020, closing a stake of 9 shares.

MBE Wealth Management first reported a position in COF in Q1 2020 and held it in 1 quarter. The position peaked at $0 in Q1 2020. 845 funds tracked by Wall St. Rank hold COF as of Q2 2020.

MBE Wealth Management reported no remaining Capital One position as of Q2 2020 after selling out during the quarter.
MBE Wealth Management sold 9 Capital One shares in Q2 2020.
MBE Wealth Management first reported a position in Capital One in Q1 2020 and held it in 1 quarter.
MBE Wealth Management's Capital One position peaked at $0 in Q1 2020.
845 funds tracked by Wall St. Rank held Capital One as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.