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WealthTrust-Arizona’s Wolfspeed WOLF Stock Holding History

WealthTrust-Arizona’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
2014
Q4 		– Sell
-300
Closed -$12K – 671
2014
Q3 		$12K Sell
300
-100
-25% -$4.62K 0.01% 390
2014
Q2 		$20K Buy
+400
New +$19.9K 0.02% 287

Other funds holding WOLF

ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

WealthTrust-Arizona's WOLF Position: Q4 2014 in Review

WealthTrust-Arizona sold out of Wolfspeed (WOLF) in Q4 2014, closing a stake of 300 shares — an estimated $12K sold.

WealthTrust-Arizona first reported a position in WOLF in Q2 2014 and held it in 2 quarters. The position peaked at $20K in Q2 2014. 329 funds tracked by Wall St. Rank hold WOLF as of Q4 2014.

  • WealthTrust-Arizona reported no remaining Wolfspeed position as of Q4 2014 after selling out during the quarter.
  • WealthTrust-Arizona sold 300 Wolfspeed shares in Q4 2014, an estimated $12K.
  • WealthTrust-Arizona first reported a position in Wolfspeed in Q2 2014 and held it in 2 quarters.
  • WealthTrust-Arizona's Wolfspeed position peaked at $20K in Q2 2014.
  • 329 funds tracked by Wall St. Rank held Wolfspeed as of Q4 2014.

Based on WealthTrust-Arizona's 13F filing for Q4 2014, filed 22 Jan 2015.