Act II Management’s Skyworks Solutions SWKS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2013
Q4
Sell
-188,655
Closed -$4.69M 43
2013
Q3
$4.69M Sell
188,655
-517,781
-73% -$12.9M 1.19% 30
2013
Q2
$15.5M Buy
+706,436
New +$15.5M 4.16% 6