BIM
WSTC

Bogle Investment Management’s West Corporation WSTC Stock Holding History

Bogle Investment Management’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
Q1 		– Sell
-20,676
Closed -$511K – 436
2016
Q4 		$511K Buy
+20,676
New +$480K 0.04% 295
2016
Q1 		– Sell
-168,716
Closed -$3.64M – 521
2015
Q4 		$3.64M Sell
168,716
-18,988
-10% -$455K 0.26% 123
2015
Q3 		$4.2M Buy
+187,704
New +$4.94M 0.3% 123

Other funds holding WSTC

THLTP
Thomas H. Lee (THL) Partners Boston, Massachusetts $205M AUM 1.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bogle Investment Management's WSTC Position: Q1 2017 in Review

Bogle Investment Management sold out of West Corporation (WSTC) in Q1 2017, closing a stake of 20,676 shares — an estimated $511K sold.

Bogle Investment Management first reported a position in WSTC in Q3 2015 and held it in 3 quarters. The position peaked at $4.2M in Q3 2015. 144 funds tracked by Wall St. Rank hold WSTC as of Q1 2017.

  • Bogle Investment Management reported no remaining West Corporation position as of Q1 2017 after selling out during the quarter.
  • Bogle Investment Management sold 20,676 West Corporation shares in Q1 2017, an estimated $511K.
  • Bogle Investment Management first reported a position in West Corporation in Q3 2015 and held it in 3 quarters.
  • Bogle Investment Management's West Corporation position peaked at $4.2M in Q3 2015.
  • 144 funds tracked by Wall St. Rank held West Corporation as of Q1 2017.

Based on Bogle Investment Management's 13F filing for Q1 2017, filed 12 May 2017.