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Patriot Wealth Management’s Campbell Soup CPB Stock Holding History

Patriot Wealth Management’s Portfolio CPB Stock Details CPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-60,268
Closed -$2.82M – 87
2017
Q3 		$2.82M Sell
60,268
-60,033
-50% -$3.04M 0.46% 59
2017
Q2 		$6.27M Buy
120,301
+3,816
+3% +$216K 1.05% 37
2017
Q1 		$6.67M Sell
116,485
-6,316
-5% -$382K 1.07% 34
2016
Q4 		$7.43M Buy
122,801
+46,906
+62% +$2.63M 1.4% 23
2016
Q3 		$4.15M Sell
75,895
-1,919
-2% -$116K 0.8% 50
2016
Q2 		$5.18M Buy
77,814
+1,620
+2% +$102K 1.02% 40
2016
Q1 		$4.86M Sell
76,194
-57,301
-43% -$3.37M 0.98% 42
2015
Q4 		$7.01M Buy
133,495
+520
+0.4% +$26.6K 1.45% 21
2015
Q3 		$6.74M Buy
132,975
+4,014
+3% +$197K 1.56% 19
2015
Q2 		$6.14M Buy
128,961
+1,478
+1% +$69K 1.37% 24
2015
Q1 		$5.93M Buy
127,483
+30,941
+32% +$1.43M 1.32% 25
2014
Q4 		$4.25M Buy
+96,542
New +$4.22M 0.99% 44

Other funds holding CPB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
BM
Brandywine Managers Hockessin, Delaware $202M AUM 16.99% 1-Year Est. Return

Patriot Wealth Management's CPB Position: Q4 2017 in Review

Patriot Wealth Management sold out of Campbell Soup (CPB) in Q4 2017, closing a stake of 60,268 shares — an estimated $2.82M sold.

Patriot Wealth Management first reported a position in CPB in Q4 2014 and held it in 12 quarters. The position peaked at $7.43M in Q4 2016. 569 funds tracked by Wall St. Rank hold CPB as of Q4 2017.

  • Patriot Wealth Management reported no remaining Campbell Soup position as of Q4 2017 after selling out during the quarter.
  • Patriot Wealth Management sold 60,268 Campbell Soup shares in Q4 2017, an estimated $2.82M.
  • Patriot Wealth Management first reported a position in Campbell Soup in Q4 2014 and held it in 12 quarters.
  • Patriot Wealth Management's Campbell Soup position peaked at $7.43M in Q4 2016.
  • 569 funds tracked by Wall St. Rank held Campbell Soup as of Q4 2017.

Based on Patriot Wealth Management's 13F filing for Q4 2017, filed 10 Jan 2018.