AWA
WSTC

Arete Wealth Advisors’s West Corporation WSTC Stock Holding History

Arete Wealth 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
Q3 		– Sell
-14,300
Closed -$333K – 281
2017
Q2 		$333K Sell
14,300
-1,100
-7% -$26.2K 0.15% 177
2017
Q1 		$376K Buy
15,400
+3,300
+27% +$80.8K 0.16% 130
2016
Q4 		$300K Buy
+12,100
New +$281K 0.14% 131

Other funds holding WSTC

THLTP
Thomas H. Lee (THL) Partners Boston, Massachusetts $205M AUM 1.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arete Wealth Advisors's WSTC Position: Q3 2017 in Review

Arete Wealth Advisors sold out of West Corporation (WSTC) in Q3 2017, closing a stake of 14,300 shares — an estimated $333K sold.

Arete Wealth Advisors first reported a position in WSTC in Q4 2016 and held it in 3 quarters. The position peaked at $376K in Q1 2017. 135 funds tracked by Wall St. Rank hold WSTC as of Q3 2017.

  • Arete Wealth Advisors reported no remaining West Corporation position as of Q3 2017 after selling out during the quarter.
  • Arete Wealth Advisors sold 14,300 West Corporation shares in Q3 2017, an estimated $333K.
  • Arete Wealth Advisors first reported a position in West Corporation in Q4 2016 and held it in 3 quarters.
  • Arete Wealth Advisors's West Corporation position peaked at $376K in Q1 2017.
  • 135 funds tracked by Wall St. Rank held West Corporation as of Q3 2017.

Based on Arete Wealth Advisors's 13F filing for Q3 2017, filed 15 Nov 2017.