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Rational Advisors’s Wolfspeed WOLF Stock Holding History

Rational 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
2013
Q4 		$191K Sell
3,059
-310
-9% -$19.1K 0.02% 490
2013
Q3 		$203K Sell
3,369
-2,756
-45% -$175K 0.02% 510
2013
Q2 		$391K Buy
+6,125
New +$359K 0.03% 415

Other funds holding WOLF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Rational Advisors's WOLF Position: Q4 2013 in Review

Rational Advisors reduced its Wolfspeed (WOLF) stake by 9.2% in Q4 2013, selling an estimated $19.1K and leaving 3,059 shares worth $191K. The position accounts for 0.02% of the portfolio, ranked #490.

Rational Advisors first reported a position in WOLF in Q2 2013 and has held it in 3 quarters since. The position peaked at $391K in Q2 2013. 383 funds tracked by Wall St. Rank hold WOLF as of Q4 2013.

  • Rational Advisors held 3,059 shares of Wolfspeed worth $191K as of Q4 2013.
  • Rational Advisors sold 310 Wolfspeed shares in Q4 2013, an estimated $19.1K.
  • Wolfspeed made up 0.02% of Rational Advisors's portfolio in Q4 2013, its #490 holding.
  • Rational Advisors first reported a position in Wolfspeed in Q2 2013 and has held it in 3 quarters since.
  • Rational Advisors's Wolfspeed position peaked at $391K in Q2 2013.
  • 383 funds tracked by Wall St. Rank held Wolfspeed as of Q4 2013.

Based on Rational Advisors's 13F filing for Q4 2013, filed 17 Feb 2015.