West Oak Capital’s Cheesecake Factory CAKE Stock Holding History

West Oak Capital’s Portfolio CAKE Stock Details CAKE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-375	Closed	-$18.1K	–	333
2018 Q1	$18.1K	Hold	375	–	–	0.01%	239
2017 Q4	$18.1K	Hold	375	–	–	0.01%	219
2017 Q3	$15.8K	Hold	375	–	–	0.01%	250
2017 Q2	$18.9K	Hold	375	–	–	0.01%	241
2017 Q1	$23.8K	Hold	375	–	–	0.01%	231
2016 Q4	$22.5K	Hold	375	–	–	0.02%	232
2016 Q3	$18.8K	Hold	375	–	–	0.01%	244
2016 Q2	$18.1K	Hold	375	–	–	0.01%	233
2016 Q1	$19.9K	Hold	375	–	–	0.02%	186
2015 Q4	$17.3K	Hold	375	–	–	0.01%	195
2015 Q3	$20.2K	Hold	375	–	–	0.02%	182
2015 Q2	$20.5K	Hold	375	–	–	0.02%	182
2015 Q1	$18.5K	Hold	375	–	–	0.01%	195
2014 Q4	$18.9K	Hold	375	–	–	0.01%	207
2014 Q3	$17.1K	Hold	375	–	–	0.01%	186
2014 Q2	$17.4K	Hold	375	–	–	0.01%	188
2014 Q1	$17.9K	Hold	375	–	–	0.01%	188
2013 Q4	$18.1K	Hold	375	–	–	0.01%	184
2013 Q3	$16.5K	Hold	375	–	–	0.01%	180
2013 Q2	$15.7K	Buy	+375	New	+$14.9K	0.01%	181

Other funds holding CAKE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon

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

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Dimensional Fund Advisors

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return