Adams Diversified Equity Fund’s West Corporation WSTC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q4
Sell
-40,600
Closed -$953K 225
2017
Q3
$953K Sell
40,600
-1,500
-4% -$35K 0.05% 152
2017
Q2
$982K Sell
42,100
-7,800
-16% -$186K 0.06% 132
2017
Q1
$1.22M Buy
49,900
+1,400
+3% +$34.3K 0.07% 109
2016
Q4
$1.2M Buy
48,500
+31,600
+187% +$733K 0.07% 108
2016
Q3
$332K Hold
16,900
0.02% 163
2016
Q2
$332K Buy
+16,900
New +$363K 0.02% 163

Adams Diversified Equity Fund's WSTC Position: Q4 2017 in Review

Adams Diversified Equity Fund sold out of West Corporation (WSTC) in Q4 2017, closing a stake of 40,600 shares — an estimated $953K sold.

Adams Diversified Equity Fund first reported a position in WSTC in Q2 2016 and held it in 6 quarters. The position peaked at $1.22M in Q1 2017. 0 funds tracked by Wall St. Rank hold WSTC as of Q4 2017.

  • Adams Diversified Equity Fund reported no remaining West Corporation position as of Q4 2017 after selling out during the quarter.
  • Adams Diversified Equity Fund sold 40,600 West Corporation shares in Q4 2017, an estimated $953K.
  • Adams Diversified Equity Fund first reported a position in West Corporation in Q2 2016 and held it in 6 quarters.
  • Adams Diversified Equity Fund's West Corporation position peaked at $1.22M in Q1 2017.
  • 0 funds tracked by Wall St. Rank held West Corporation as of Q4 2017.

Based on Adams Diversified Equity Fund's 13F filing for Q4 2017, filed 13 Feb 2018.