ACM
AMCC

Andor Capital Management’s Applied Micro Circuits Corporation New AMCC Stock Holding History

Andor Capital Management’s Portfolio AMCC Stock Details AMCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-1,100,000
Closed -$10.9M – 34
2014
Q1 		$10.9M Sell
1,100,000
-1,150,000
-51% -$12.4M 0.58% 26
2013
Q4 		$30.1M Buy
2,250,000
+750,000
+50% +$9.27M 1.65% 18
2013
Q3 		$19.4M Buy
1,500,000
+700,000
+88% +$7.96M 1.44% 24
2013
Q2 		$7.04M Buy
+800,000
New +$6.27M 1.03% 21

Other funds holding AMCC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
KRC
Kingdom Ridge Capital White Plains, New York $750M AUM 34.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
WEC
White Elm Capital Greenwich, Connecticut $118M AUM 42.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Andor Capital Management's AMCC Position: Q2 2014 in Review

Andor Capital Management sold out of Applied Micro Circuits Corporation New (AMCC) in Q2 2014, closing a stake of 1,100,000 shares — an estimated $10.9M sold.

Andor Capital Management first reported a position in AMCC in Q2 2013 and held it in 4 quarters. The position peaked at $30.1M in Q4 2013. 132 funds tracked by Wall St. Rank hold AMCC as of Q2 2014.

  • Andor Capital Management reported no remaining Applied Micro Circuits Corporation New position as of Q2 2014 after selling out during the quarter.
  • Andor Capital Management sold 1,100,000 Applied Micro Circuits Corporation New shares in Q2 2014, an estimated $10.9M.
  • Andor Capital Management first reported a position in Applied Micro Circuits Corporation New in Q2 2013 and held it in 4 quarters.
  • Andor Capital Management's Applied Micro Circuits Corporation New position peaked at $30.1M in Q4 2013.
  • 132 funds tracked by Wall St. Rank held Applied Micro Circuits Corporation New as of Q2 2014.

Based on Andor Capital Management's 13F filing for Q2 2014, filed 1 Aug 2014.