AR
IMOS

Advisory Research’s ChipMOS TECHNOLOGIES IMOS Stock Holding History

Advisory Research’s Portfolio IMOS Stock Details IMOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-71,316
Closed -$1.33M – 380
2018
Q1 		$1.33M Hold
71,316
– – 0.02% 246
2017
Q4 		$1.48M Hold
71,316
– – 0.02% 245
2017
Q3 		$1.62M Buy
71,316
+20,532
+40% +$455K 0.03% 240
2017
Q2 		$1.18M Buy
50,784
+12,134
+31% +$270K 0.02% 296
2017
Q1 		$808K Buy
38,650
+6,868
+22% +$129K 0.01% 336
2016
Q4 		$528K Sell
31,782
-39
-0.1% -$746 0.01% 313
2016
Q3 		$694K Sell
31,821
-2,688
-8% -$55.6K 0.01% 194
2016
Q2 		$689K Buy
34,509
+1,670
+5% +$32.8K 0.01% 196
2016
Q1 		$629K Sell
32,839
-4,325
-12% -$83.1K 0.01% 204
2015
Q4 		$811K Buy
37,164
+17,411
+88% +$354K 0.01% 209
2015
Q3 		$357K Buy
19,753
+4,622
+31% +$91.3K 0.01% 274
2015
Q2 		$364K Hold
15,131
– – ﹤0.01% 298
2015
Q1 		$411K Hold
15,131
– – ﹤0.01% 300
2014
Q4 		$389K Buy
+15,131
New +$362K ﹤0.01% 306
2014
Q2 		– Sell
-5,609
Closed -$136K – 491
2014
Q1 		$136K Buy
+5,609
New +$128K ﹤0.01% 328

Other funds holding IMOS

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $718M AUM 91.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return