SWM
COF icon

Selective Wealth Management’s Capital One COF Stock Holding History

Selective Wealth Management’s Portfolio COF Stock Details COF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-200
Closed -$25K – 508
2021
Q1 		$25K Hold
200
– – 0.02% 177
2020
Q4 		$20K Hold
200
– – 0.01% 183
2020
Q3 		$14K Hold
200
– – 0.01% 180
2020
Q2 		$13K Hold
200
– – 0.01% 215
2020
Q1 		$10K Hold
200
– – 0.02% 153
2019
Q4 		$21K Hold
200
– – 0.03% 117
2019
Q3 		$18K Buy
+200
New +$18K 0.02% 128
2018
Q3 		$19K Buy
+200
New +$19.5K 0.23% 57

Other funds holding COF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return