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Stanford Investment Group’s Capital One COF Stock Holding History

Stanford Investment Group’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
2016
Q4 		– Sell
-104
Closed -$7K – 383
2016
Q3 		$7K Buy
+104
New +$7.14K ﹤0.01% 346
2016
Q1 		– Sell
-100
Closed -$7K – 355
2015
Q4 		$7K Hold
100
– – ﹤0.01% 283
2015
Q3 		$7K Hold
100
– – 0.01% 290
2015
Q2 		$9K Hold
100
– – 0.01% 289
2015
Q1 		$8K Hold
100
– – 0.01% 298
2014
Q4 		$8K Buy
+100
New +$8.13K 0.01% 301

Other funds holding COF

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Stanford Investment Group's COF Position: Q4 2016 in Review

Stanford Investment Group sold out of Capital One (COF) in Q4 2016, closing a stake of 104 shares — an estimated $7K sold.

Stanford Investment Group first reported a position in COF in Q4 2014 and held it in 6 quarters. The position peaked at $9K in Q2 2015. 824 funds tracked by Wall St. Rank hold COF as of Q4 2016.

  • Stanford Investment Group reported no remaining Capital One position as of Q4 2016 after selling out during the quarter.
  • Stanford Investment Group sold 104 Capital One shares in Q4 2016, an estimated $7K.
  • Stanford Investment Group first reported a position in Capital One in Q4 2014 and held it in 6 quarters.
  • Stanford Investment Group's Capital One position peaked at $9K in Q2 2015.
  • 824 funds tracked by Wall St. Rank held Capital One as of Q4 2016.

Based on Stanford Investment Group's 13F filing for Q4 2016, filed 2 Feb 2017.