Winch Advisory Services’s Capital One COF Stock Holding History

Winch Advisory Services’s Portfolio COF Stock Details COF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-40	Closed	-$4K	–	368
2019 Q2	$4K	Buy	+40	New	+$3.58K	﹤0.01%	270
2019 Q1	–	Sell	-18	Closed	-$1K	–	376
2018 Q4	$1K	Buy	+18	New	+$1.56K	﹤0.01%	316
2017 Q3	–	Sell	-110	Closed	-$9K	–	296
2017 Q2	$9K	Hold	110	–	–	0.01%	194
2017 Q1	$10K	Buy	+110	New	+$9.8K	0.01%	172

Other funds holding COF

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Winch Advisory Services's COF Position: Q3 2019 in Review

Winch Advisory Services sold out of Capital One (COF) in Q3 2019, closing a stake of 40 shares — an estimated $4K sold.

Winch Advisory Services first reported a position in COF in Q1 2017 and held it in 4 quarters. The position peaked at $10K in Q1 2017. 909 funds tracked by Wall St. Rank hold COF as of Q3 2019.

Winch Advisory Services reported no remaining Capital One position as of Q3 2019 after selling out during the quarter.
Winch Advisory Services sold 40 Capital One shares in Q3 2019, an estimated $4K.
Winch Advisory Services first reported a position in Capital One in Q1 2017 and held it in 4 quarters.
Winch Advisory Services's Capital One position peaked at $10K in Q1 2017.
909 funds tracked by Wall St. Rank held Capital One as of Q3 2019.

Based on Winch Advisory Services's 13F filing for Q3 2019, filed 13 Nov 2019.