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Wealthspire Advisors (Maryland)’s Capitol Federal Financial CFFN Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-12
Closed – – 730
2019
Q1 		$0 Hold
12
– – ﹤0.01% 2488
2018
Q4 		$0 Hold
12
– – ﹤0.01% 2442
2018
Q3 		$0 Buy
+12
New +$158 ﹤0.01% 2393
2017
Q4 		– Sell
-45
Closed -$1K – 2448
2017
Q3 		$1K Sell
45
-107
-70% -$1.49K ﹤0.01% 2072
2017
Q2 		$2K Buy
152
+125
+463% +$1.79K ﹤0.01% 1970
2017
Q1 		$0 Buy
+27
New +$414 ﹤0.01% 1926

Other funds holding CFFN

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T. Rowe Price Associates
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CFFN Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Capitol Federal Financial (CFFN) in Q2 2019, closing a stake of 12 shares.

Wealthspire Advisors (Maryland) first reported a position in CFFN in Q1 2017 and held it in 6 quarters. The position peaked at $2K in Q2 2017. 146 funds tracked by Wall St. Rank hold CFFN as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Capitol Federal Financial position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 12 Capitol Federal Financial shares in Q2 2019.
  • Wealthspire Advisors (Maryland) first reported a position in Capitol Federal Financial in Q1 2017 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s Capitol Federal Financial position peaked at $2K in Q2 2017.
  • 146 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.