Wealthcare Capital Management’s Canon, Inc. CAJ Stock Holding History

Wealthcare Capital Management’s Portfolio CAJ Stock Details CAJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-88	Closed	-$2K	–	684
2019 Q4	$2K	Buy	+88	New	+$2.42K	﹤0.01%	604
2015 Q3	–	Sell	-95	Closed	-$3K	–	397
2015 Q2	$3K	Sell	95 -30	-24%	-$1.06K	﹤0.01%	311
2015 Q1	$4K	Buy	+125	New	+$4.09K	﹤0.01%	711

Other funds holding CAJ

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wealthcare Capital Management's CAJ Position: Q1 2020 in Review

Wealthcare Capital Management sold out of Canon, Inc. (CAJ) in Q1 2020, closing a stake of 88 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in CAJ in Q1 2015 and held it in 3 quarters. The position peaked at $4K in Q1 2015. 121 funds tracked by Wall St. Rank hold CAJ as of Q1 2020.

Wealthcare Capital Management reported no remaining Canon, Inc. position as of Q1 2020 after selling out during the quarter.
Wealthcare Capital Management sold 88 Canon, Inc. shares in Q1 2020, an estimated $2K.
Wealthcare Capital Management first reported a position in Canon, Inc. in Q1 2015 and held it in 3 quarters.
Wealthcare Capital Management's Canon, Inc. position peaked at $4K in Q1 2015.
121 funds tracked by Wall St. Rank held Canon, Inc. as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.