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Mountain Capital Investment Advisors’s Wolfspeed WOLF Stock Holding History

Mountain Capital Investment Advisors’s Portfolio WOLF Stock Details WOLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-117
Closed -$3K – 435
2017
Q3 		$3K Hold
117
– – ﹤0.01% 398
2017
Q2 		$3K Buy
+117
New +$2.8K ﹤0.01% 433

Other funds holding WOLF

ClearBridge Investments
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mountain Capital Investment Advisors's WOLF Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Wolfspeed (WOLF) in Q4 2017, closing a stake of 117 shares — an estimated $3K sold.

Mountain Capital Investment Advisors first reported a position in WOLF in Q2 2017 and held it in 2 quarters. The position peaked at $3K in Q3 2017. 284 funds tracked by Wall St. Rank hold WOLF as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Wolfspeed position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 117 Wolfspeed shares in Q4 2017, an estimated $3K.
  • Mountain Capital Investment Advisors first reported a position in Wolfspeed in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Wolfspeed position peaked at $3K in Q3 2017.
  • 284 funds tracked by Wall St. Rank held Wolfspeed as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.