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TD Private Client Wealth’s Capitol Federal Financial CFFN Stock Holding History

TD Private Client Wealth’s Portfolio CFFN Stock Details CFFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-54
Closed -$595 – 1118
2020
Q2 		$595 Buy
54
+33
+157% +$378 ﹤0.01% 1008
2020
Q1 		$244 Hold
21
– – ﹤0.01% 1028
2019
Q4 		$288 Buy
+21
New +$296 ﹤0.01% 1051

Other funds holding CFFN

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TD Private Client Wealth's CFFN Position: Q3 2020 in Review

TD Private Client Wealth sold out of Capitol Federal Financial (CFFN) in Q3 2020, closing a stake of 54 shares — an estimated $595 sold.

TD Private Client Wealth first reported a position in CFFN in Q4 2019 and held it in 3 quarters. The position peaked at $595 in Q2 2020. 153 funds tracked by Wall St. Rank hold CFFN as of Q3 2020.

  • TD Private Client Wealth reported no remaining Capitol Federal Financial position as of Q3 2020 after selling out during the quarter.
  • TD Private Client Wealth sold 54 Capitol Federal Financial shares in Q3 2020, an estimated $595.
  • TD Private Client Wealth first reported a position in Capitol Federal Financial in Q4 2019 and held it in 3 quarters.
  • TD Private Client Wealth's Capitol Federal Financial position peaked at $595 in Q2 2020.
  • 153 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q3 2020.

Based on TD Private Client Wealth's 13F filing for Q3 2020, filed 16 Aug 2024.