1st Global Advisors’s West Corporation WSTC Stock Holding History

1st Global Advisors’s Portfolio WSTC Stock Details WSTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-9,427	Closed	-$233K	–	559
2016 Q4	$233K	Sell	9,427 -3,054	-24%	-$70.9K	0.03%	453
2016 Q3	$276K	Buy	12,481 +29	+0.2%	+$649	0.04%	396
2016 Q2	$245K	Buy	12,452 +1,655	+15%	+$35.5K	0.03%	407
2016 Q1	$246K	Buy	10,797 +814	+8%	+$16.9K	0.03%	406
2015 Q4	$215K	Buy	+9,983	New	+$239K	0.03%	398

Other funds holding WSTC

THLTP

Thomas H. Lee (THL) Partners Boston, Massachusetts $205M AUM 1.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WFI

West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

1st Global Advisors's WSTC Position: Q1 2017 in Review

1st Global Advisors sold out of West Corporation (WSTC) in Q1 2017, closing a stake of 9,427 shares — an estimated $233K sold.

1st Global Advisors first reported a position in WSTC in Q4 2015 and held it in 5 quarters. The position peaked at $276K in Q3 2016. 144 funds tracked by Wall St. Rank hold WSTC as of Q1 2017.

1st Global Advisors reported no remaining West Corporation position as of Q1 2017 after selling out during the quarter.
1st Global Advisors sold 9,427 West Corporation shares in Q1 2017, an estimated $233K.
1st Global Advisors first reported a position in West Corporation in Q4 2015 and held it in 5 quarters.
1st Global Advisors's West Corporation position peaked at $276K in Q3 2016.
144 funds tracked by Wall St. Rank held West Corporation as of Q1 2017.

Based on 1st Global Advisors's 13F filing for Q1 2017, filed 9 May 2017.