MWPCG
CAKE icon

Measured Wealth Private Client Group’s Cheesecake Factory CAKE Stock Holding History

Measured Wealth Private Client Group’s Portfolio CAKE Stock Details CAKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-640
Closed -$34K – 187
2018
Q3 		$34K Buy
+640
New +$34.6K 0.02% 427

Other funds holding CAKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Disciplined Growth Investors
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Measured Wealth Private Client Group's CAKE Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Cheesecake Factory (CAKE) in Q4 2018, closing a stake of 640 shares — an estimated $34K sold.

Measured Wealth Private Client Group first reported a position in CAKE in Q3 2018 and held it in 1 quarter. The position peaked at $34K in Q3 2018. 288 funds tracked by Wall St. Rank hold CAKE as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Cheesecake Factory position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 640 Cheesecake Factory shares in Q4 2018, an estimated $34K.
  • Measured Wealth Private Client Group first reported a position in Cheesecake Factory in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Cheesecake Factory position peaked at $34K in Q3 2018.
  • 288 funds tracked by Wall St. Rank held Cheesecake Factory as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.