Valley Wealth Managers’s Wolfspeed WOLF Stock Holding History

Valley Wealth Managers’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
2017 Q1	–	Sell	-39	Closed	-$1K	–	250
2016 Q4	$1K	Buy	+39	New	+$971	﹤0.01%	251

Other funds holding WOLF

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Valley Wealth Managers's WOLF Position: Q1 2017 in Review

Valley Wealth Managers sold out of Wolfspeed (WOLF) in Q1 2017, closing a stake of 39 shares — an estimated $1K sold.

Valley Wealth Managers first reported a position in WOLF in Q4 2016 and held it in 1 quarter. The position peaked at $1K in Q4 2016. 250 funds tracked by Wall St. Rank hold WOLF as of Q1 2017.

Valley Wealth Managers reported no remaining Wolfspeed position as of Q1 2017 after selling out during the quarter.
Valley Wealth Managers sold 39 Wolfspeed shares in Q1 2017, an estimated $1K.
Valley Wealth Managers first reported a position in Wolfspeed in Q4 2016 and held it in 1 quarter.
Valley Wealth Managers's Wolfspeed position peaked at $1K in Q4 2016.
250 funds tracked by Wall St. Rank held Wolfspeed as of Q1 2017.

Based on Valley Wealth Managers's 13F filing for Q1 2017, filed 12 May 2017.