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Stifel Trust’s Wolfspeed WOLF Stock Holding History

Stifel Trust’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
2014
Q3 		$5K Hold
100
– – ﹤0.01% 479
2014
Q2 		$5K Hold
100
– – ﹤0.01% 419
2014
Q1 		$6K Hold
100
– – ﹤0.01% 430
2013
Q4 		$7K Sell
100
-100
-50% -$6.17K ﹤0.01% 408
2013
Q3 		$13K Hold
200
– – ﹤0.01% 375
2013
Q2 		$13K Buy
+200
New +$11.7K ﹤0.01% 368

Other funds holding WOLF

ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Stifel Trust's WOLF Position: Q3 2014 in Review

Stifel Trust held its Wolfspeed (WOLF) position steady in Q3 2014 at 100 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #479.

Stifel Trust first reported a position in WOLF in Q2 2013 and has held it in 6 quarters since. The position peaked at $13K in Q3 2013. 329 funds tracked by Wall St. Rank hold WOLF as of Q3 2014.

  • Stifel Trust held 100 shares of Wolfspeed worth $5K as of Q3 2014.
  • Stifel Trust left its Wolfspeed share count unchanged in Q3 2014.
  • Wolfspeed made up ﹤0.01% of Stifel Trust's portfolio in Q3 2014, its #479 holding.
  • Stifel Trust first reported a position in Wolfspeed in Q2 2013 and has held it in 6 quarters since.
  • Stifel Trust's Wolfspeed position peaked at $13K in Q3 2013.
  • 329 funds tracked by Wall St. Rank held Wolfspeed as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.