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Oak Point Wealth Management’s VF Corp VFC Stock Holding History

Oak Point Wealth Management’s Portfolio VFC Stock Details VFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$1K Sell
11
-21,194
-100% -$1.53M ﹤0.01% 202
2017
Q4 		$1.48M Buy
+21,205
New +$1.4M 1.46% 22

Other funds holding VFC

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Oak Point Wealth Management reduced its VF Corp (VFC) stake by 100% in Q1 2018, selling an estimated $1.53M and leaving 11 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #202.

Oak Point Wealth Management first reported a position in VFC in Q4 2017 and has held it in 2 quarters since. The position peaked at $1.48M in Q4 2017. 890 funds tracked by Wall St. Rank hold VFC as of Q1 2018.

  • Oak Point Wealth Management held 11 shares of VF Corp worth $1K as of Q1 2018.
  • Oak Point Wealth Management sold 21,194 VF Corp shares in Q1 2018, an estimated $1.53M.
  • VF Corp made up ﹤0.01% of Oak Point Wealth Management's portfolio in Q1 2018, its #202 holding.
  • Oak Point Wealth Management first reported a position in VF Corp in Q4 2017 and has held it in 2 quarters since.
  • Oak Point Wealth Management's VF Corp position peaked at $1.48M in Q4 2017.
  • 890 funds tracked by Wall St. Rank held VF Corp as of Q1 2018.

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