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Oak Point Wealth Management’s Intel INTC Stock Holding History

Oak Point Wealth Management’s Portfolio INTC Stock Details INTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$48K Hold
952
– – 0.05% 108
2017
Q4 		$44K Buy
+952
New +$41.5K 0.04% 119

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Oak Point Wealth Management's INTC Position: Q1 2018 in Review

Oak Point Wealth Management held its Intel (INTC) position steady in Q1 2018 at 952 shares worth $48K. The position accounts for 0.05% of the portfolio, ranked #108.

Oak Point Wealth Management first reported a position in INTC in Q4 2017 and has held it in 2 quarters since. 2,216 funds tracked by Wall St. Rank hold INTC as of Q1 2018.

  • Oak Point Wealth Management held 952 shares of Intel worth $48K as of Q1 2018.
  • Oak Point Wealth Management left its Intel share count unchanged in Q1 2018.
  • Intel made up 0.05% of Oak Point Wealth Management's portfolio in Q1 2018, its #108 holding.
  • Oak Point Wealth Management first reported a position in Intel in Q4 2017 and has held it in 2 quarters since.
  • 2,216 funds tracked by Wall St. Rank held Intel as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.