WCM
CFNL

Wealthcare Capital Management’s Cardinal Financial Corp CFNL Stock Holding History

Wealthcare Capital Management’s Portfolio CFNL Stock Details CFNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-307
Closed -$6K – 277
2014
Q3 		$6K Buy
+307
New +$5.49K ﹤0.01% 207

Other funds holding CFNL

EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
NRECA
National Rural Electric Cooperative Association Arlington, Virginia $5.58B AUM 0.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wealthcare Capital Management's CFNL Position: Q4 2014 in Review

Wealthcare Capital Management sold out of Cardinal Financial Corp (CFNL) in Q4 2014, closing a stake of 307 shares — an estimated $6K sold.

Wealthcare Capital Management first reported a position in CFNL in Q3 2014 and held it in 1 quarter. The position peaked at $6K in Q3 2014. 128 funds tracked by Wall St. Rank hold CFNL as of Q4 2014.

  • Wealthcare Capital Management reported no remaining Cardinal Financial Corp position as of Q4 2014 after selling out during the quarter.
  • Wealthcare Capital Management sold 307 Cardinal Financial Corp shares in Q4 2014, an estimated $6K.
  • Wealthcare Capital Management first reported a position in Cardinal Financial Corp in Q3 2014 and held it in 1 quarter.
  • Wealthcare Capital Management's Cardinal Financial Corp position peaked at $6K in Q3 2014.
  • 128 funds tracked by Wall St. Rank held Cardinal Financial Corp as of Q4 2014.

Based on Wealthcare Capital Management's 13F filing for Q4 2014, filed 11 Feb 2015.